AdvisorCensus / Financial advisors / District of Columbia / Washington / Buchanan Wealth Management
Buchanan Wealth Management
Filed as BUCHANAN WEALTH MANAGEMENT · Legal name Buchanan Wealth Management, LLC
Buchanan Wealth Management is an SEC-registered investment advisory firm in Reston, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.
Quick answers
From the filingHow is Buchanan Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Buchanan Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Buchanan Wealth Management located?
Buchanan Wealth Management's principal office is in Reston, VA, according to its Form ADV.
Is Buchanan Wealth Management registered with the SEC or a state?
Buchanan Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316629.
How much does Buchanan Wealth Management manage?
Buchanan Wealth Management reports $212,012,187 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (88% discretionary).
How have Buchanan Wealth Management's assets and staff changed since 2022?
In the Form ADV data for Buchanan Wealth Management: Regulatory assets under management: $120,482,531 in the October 2022 data and $212,012,187 in the October 2026 data, up 76%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Buchanan Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (110); individuals (other than high net worth individuals) (54); pension and profit sharing plans (but not the plan participants or government pension plans) (19).
Which custodians does Buchanan Wealth Management use?
Buchanan Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC and Principal Securities, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Buchanan Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316629
What changed in Buchanan Wealth Management's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in PA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 10, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$212,012,187 as of October 2026, filing dated August 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Buchanan Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $212,012,187 | 4 | August 10, 2026 |
| October 2025 | $157,319,802 | 4 | March 23, 2025 |
| October 2024 | $136,676,445 | 4 | February 27, 2024 |
| October 2023 | $108,735,361 | 4 | March 21, 2023 |
| October 2022 | $120,482,531 | 4 | September 22, 2022 |
Regulatory assets under management: $120,482,531 in the October 2022 data and $212,012,187 in the October 2026 data, up 76%.
Total employees: 4 in October 2022 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in PA.
- April 2026
- Regulatory assets under management went from $157,319,802 to $212,012,187 (+35%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Buchanan Wealth Management (CRD 316629): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/buchanan-wealth-management-reston-va-316629