# Buckram Securities Ltd

> Buckram Securities Ltd is an SEC-registered investment advisory firm in Locust Valley, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 126976
- Filed as: BUCKRAM SECURITIES LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Locust Valley, NY
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126976
- AdvisorCensus page: https://advisorcensus.com/firm/buckram-securities-ltd-locust-valley-ny-126976

## Quick answers

**How is Buckram Securities Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Buckram Securities Ltd reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Buckram Securities Ltd located?**
Buckram Securities Ltd's principal office is in Locust Valley, NY, according to its Form ADV.

**Is Buckram Securities Ltd registered with the SEC or a state?**
Buckram Securities Ltd is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 126976.

**How much does Buckram Securities Ltd manage?**
Buckram Securities Ltd reports $117,253,324 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Buckram Securities Ltd's assets and staff changed since 2021?**
In the Form ADV data for Buckram Securities Ltd: Regulatory assets under management: $62,201,429 in the October 2021 data and $117,253,324 in the October 2026 data, up 89%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Buckram Securities Ltd serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (139); high net worth individuals (34).

**Does Buckram Securities Ltd 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/126976

**Does Buckram Securities Ltd state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "Buckram Securities does not have a minimum account size requirement."

**What changed in Buckram Securities Ltd's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $92,729,815 to $117,253,324 (+26%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> Buckram Securities does not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $117,253,324
- Discretionary: $117,253,324
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $47,943,384 |
| High net worth individuals | 34 | $69,309,940 |
| 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 | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $62,201,429 | 4 | January 15, 2021 |
| October 2022 | $84,127,707 | 3 | August 3, 2022 |
| October 2023 | $67,830,230 | 3 | July 5, 2023 |
| October 2024 | $77,239,675 | 3 | February 7, 2024 |
| October 2025 | $92,729,815 | 3 | April 25, 2025 |
| October 2026 | $117,253,324 | 3 | February 25, 2026 |

Regulatory assets under management: $62,201,429 in the October 2021 data and $117,253,324 in the October 2026 data, up 89%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $92,729,815 to $117,253,324 (+26%).

### January 2026
- No longer registered or notice-filed in CT, GA, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buckram Securities Ltd (CRD 126976): Form ADV filing data as of October 2026.