# Buckhead Capital Management, LLC

> 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.

- CRD: 110707
- Filed as: BUCKHEAD CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110707
- AdvisorCensus page: https://advisorcensus.com/firm/buckhead-capital-management-llc-atlanta-ga-110707

## Quick answers

**How is Buckhead Capital Management, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Buckhead Capital Management, LLC located?**
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).

**Is Buckhead Capital Management, LLC registered with the SEC or a state?**
Buckhead Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 110707.

**How much does Buckhead Capital Management, LLC manage?**
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).

**How have Buckhead Capital Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Buckhead Capital Management, LLC serve?**
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).

**Which custodians does Buckhead Capital Management, LLC use?**
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.

**Does Buckhead Capital Management, LLC 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/110707

**What changed in Buckhead Capital Management, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Charles Schwab & Co., Inc.
- Northern Trust Company
- Principal Securities, Inc.
- US Bancorp National Association

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,758,236,630
- Discretionary: $5,758,236,630
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $87,166,388 |
| High net worth individuals | 65 | $296,225,887 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 23 | $335,330,141 |
| State or municipal government entities (including government pension plans) | 30 | $3,617,239,353 |
| Other investment advisers | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 17 | $1,422,274,861 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2000 (26 years)
- Employees: 13 total, 12 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, MN, NC, NV, NY, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Reno, NV
- Sandy Springs, GA

### Websites listed on Form ADV (Item 1.I)
- buckheadcapital.com
- Facebook @BUCKCAPMGMT
- Instagram @BUCKHEADCAPITALMGMT
- LinkedIn @BUCKHEAD-CAPITAL-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,561,949,889 | 12 | March 31, 2021 |
| October 2022 | $3,718,219,981 | 12 | March 30, 2022 |
| October 2023 | $3,425,795,569 | 14 | September 6, 2023 |
| October 2024 | $3,924,630,903 | 11 | March 29, 2024 |
| October 2025 | $5,171,178,018 | 13 | May 8, 2025 |
| October 2026 | $5,758,236,630 | 13 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buckhead Capital Management, LLC (CRD 110707): Form ADV filing data as of October 2026.