PB
PRIME BUCHHOLZ LLC
SEC RegisteredPORTSMOUTH, NHhttps://primebuchholz.com603-433-1143
Assets Under Management
$5B–$25B
Employees
127
Office Locations
3 offices
Total Accounts
85
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 29 | $2.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 2 | $154M |
| State/Municipal Entities | 206 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 4 | — |
| Corporations | 0 | — |
158 total clients reported on Form ADV.
Leadership
William Francis Mccarron
PRESIDENT
Marshall Raucci
PRINCIPAL
Gregory Charles Desisto
TREASURER
Gregory Charles Johnson
PRINCIPAL
Marcia S Kovalik
CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
Christopher John Sweeney
CHIEF OPERATING OFFICER
Office locations
3 offices in 3 states
NH
PORTSMOUTHHQ
MA
BOSTON
GA
ATLANTA
Regulatory & compliance
CRD number
#106455
SEC Number
801-37429
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
primebuchholz.comPhone
603-433-1143Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PRIME BUCHHOLZ 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.