BUCKMAN ADVISORY GROUP LLC

Overview

Buckman Advisory Group LLC is a fee-based wealth manager that blends financial planning with discretionary portfolio management for individuals, families and institutional clients. The firm favors pooled public vehicles—primarily mutual funds and other public funds—for core exposure, while supplementing portfolios with third-party managers where specialized exposures are needed. Buckman acts as a capital allocator: it both constructs in-house portfolios and selects external advisers and fund managers to implement specific strategies. Investment activity centers on traditional balanced allocations, with public funds representing the largest single asset category. The firm is not an ESG-driven investor and does not present as a multi-state advisory firm. Its advisory offering spans hourly and fixed-fee planning, percentage-of-AUM portfolio management and commission-based business where appropriate. Buckman also publishes client-facing materials and uses its advisor selection capability to place assets with external specialists when clients require niche exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices