{
  "crd_number": 110707,
  "slug": "buckhead-capital-management-llc-atlanta-ga-110707",
  "primary_business_name": "BUCKHEAD CAPITAL MANAGEMENT, LLC",
  "legal_name": "BUCKHEAD CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-08-09",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 5758236630.0,
  "raum_discretionary": 5758236630.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 13,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 335330141.0,
      "count": 23
    },
    "individuals": {
      "raum": 87166388.0,
      "count": 68
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 3617239353.0,
      "count": 30
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 296225887.0,
      "count": 65
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1422274861.0,
      "count": 17
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "MN",
    "NC",
    "NV",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://buckheadcapital.com",
    "https://facebook.com/BUCKCAPMGMT",
    "https://instagram.com/BUCKHEADCAPITALMGMT",
    "https://linkedin.com/COMPANY/BUCKHEAD-CAPITAL-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110707",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/buckhead-capital-management-llc-atlanta-ga-110707",
  "display_name": "Buckhead Capital Management, LLC",
  "summary": "Buckhead Capital Management, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Buckhead Capital Management, LLC (CRD 110707): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Buckhead Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Buckhead Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Buckhead Capital Management, LLC located?",
      "a": "Buckhead Capital Management, LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Buckhead Capital Management, LLC registered with the SEC or a state?",
      "a": "Buckhead Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 110707."
    },
    {
      "q": "How much does Buckhead Capital Management, LLC manage?",
      "a": "Buckhead Capital Management, LLC reports $5,758,236,630 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Buckhead Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Buckhead Capital Management, LLC: Regulatory assets under management: $2,561,949,889 in the October 2021 data and $5,758,236,630 in the October 2026 data, up 125%. Total employees: 12 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Buckhead Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (65); state or municipal government entities (including government pension plans) (30)."
    },
    {
      "q": "Which custodians does Buckhead Capital Management, LLC use?",
      "a": "Buckhead Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Charles Schwab & Co., Inc., Northern Trust Company, Principal Securities, Inc. and US Bancorp National Association as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Buckhead Capital Management, LLC report any disciplinary disclosures?",
      "a": "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/110707"
    },
    {
      "q": "What changed in Buckhead Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $5,171,178,018 to $5,758,236,630 (+11%). Added an office in Sandy Springs, GA. Registered or notice-filed in MN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2561949889.0,
      "total_employees": 12,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3718219981.0,
      "total_employees": 12,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3425795569.0,
      "total_employees": 14,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3924630903.0,
      "total_employees": 11,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 5171178018.0,
      "total_employees": 13,
      "filing_date": "2025-05-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5758236630.0,
      "total_employees": 13,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $5,171,178,018 to $5,758,236,630 (+11%).",
        "Added an office in Sandy Springs, GA.",
        "Registered or notice-filed in MN."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Northern Trust Company",
      "name_as_filed": "NORTHERN TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Principal Securities, Inc.",
      "name_as_filed": "PRINCIPAL SECURITIES, INC.",
      "affiliated": false
    },
    {
      "name": "US Bancorp National Association",
      "name_as_filed": "US BANCORP NATIONAL ASSOCIATION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/buckhead-capital-management-llc-atlanta-ga-110707.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 68,
      "fewer_than_5": false,
      "raum": 87166388.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 296225887.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 23,
      "fewer_than_5": false,
      "raum": 335330141.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 3617239353.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 17,
      "fewer_than_5": false,
      "raum": 1422274861.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110707",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}