SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Buckhead Capital Management, LLC
Atlanta, GA
CRD 110707
Firm filing updated March 31, 2026 ·
- $5.8BAssets
- 203Clients
- 12Advisory staff
- 365Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals68
- High net worth individuals65
- State or municipal government entities (including government pension plans)30
- Charities23
- Corporations or other businesses17
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 68 | $87.2 million |
| High net worth individuals | 65 | $296.2 million |
| Charitable organizations | 23 | $335.3 million |
| State or municipal government entities (including government pension plans) | 30 | $3.6 billion |
| Corporations or other businesses not listed above | 17 | $1.4 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$5.8 billion
- Accounts365
- DiscretionaryAll accounts
People
- Employees13
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 110707, SEC file 801-57810.
- Registered with the SEC as an investment advisor (status date on record: August 9, 2000).
Is Buckhead Capital Management, LLC a fiduciary?
Short answer: Buckhead Capital Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.