PRIME BUCHHOLZ LLC
SEC RegisteredAn investment partner that goes above and beyond
About the firm
Prime Buchholz is a fully independent investment consulting firm that has been operating since its inception in 1988. The firm builds custom portfolios for each client, offering services including investment consulting, hybrid/implemented, outsourced CIO, and mission-aligned investing. Transparency and long-term partnerships are central to how it operates.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment consulting, hybrid/implemented consulting, outsourced CIO, PrimePlus, and mission-aligned investing. The firm creates, implements, and monitors investment programs and asset allocation strategies tailored to individual client needs.
Who they serve
Community foundations, hospitals, schools, pensions, faith-based organizations, endowments, and others with a wide variety of objectives and needs.
| 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
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
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.