BUCKHEAD CAPITAL MANAGEMENT, LLC
SEC RegisteredSimple By Principle
About the firm
Buckhead Capital Management is a boutique, 100% employee-owned investment management firm founded in 1994 and based in Atlanta, serving clients nationwide. The firm follows a disciplined, value-focused approach centered on capital preservation, transparency, and in-house research-driven portfolio management. For over three decades, it has managed wealth according to the belief that protecting capital comes first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial strategy (retirement readiness, tax efficiency, inheritance and estate considerations), customized investment management (goal-aligned portfolio design, in-house security selection, risk-adjusted value-focused execution), and wealth building (early-stage wealth strategy, saving and investing foundations, long-term growth planning).
Who they serve
Professionals, high-net-worth families, and long-term individual investors; RIAs seeking sub-advisory support for balanced strategies and value sleeves; and institutions seeking an active Value Equity strategy with a Russell 1000 Value performance objective.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 68 | $87M |
| High Net Worth Individuals | 65 | $296M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 23 | — |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Intermediate & Core Fixed Income - Tier 1 | 0.45% |
| Intermediate & Core Fixed Income - Tier 2 | 0.30% |
| Intermediate & Core Fixed Income - Tier 3 | 0.18% |
| Intermediate & Core Fixed Income - Tier 4 | 0.14% |
| Short Duration Fixed Income - Tier 1 | 0.25% |
| Short Duration Fixed Income - Tier 2 | 0.20% |
| Short Duration Fixed Income - Tier 3 | 0.15% |
| Short Duration Fixed Income - Tier 4 | 0.10% |
| Value Equity/Diversified Value/Balanced - Tier 1 | 1.00% |
| Value Equity/Diversified Value/Balanced - Tier 2 | 0.75% |
| Value Equity/Diversified Value/Balanced - Tier 3 | 0.65% |
| Value Equity/Diversified Value/Balanced - Tier 4 | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BUCKHEAD CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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