Prime Buchholz Llc
- Regulatory AUM
- $14.1B
- Discretionary
- $5.5B
- Clients
- 243
- Avg AUM / client
- $57.9M
- Accounts
- 85
- Employees
- 127
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Asset allocation (SMA assets by investment type)
as of Mar 27, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 29 | $2.7B | 19.1% |
| Pension and profit sharing plans | 2 | $154M | 1.1% |
| Charitable organizations | 206 | $11.2B | 79.3% |
| Insurance companies | 4 | $63.8M | 0.45% |
| Corporations and other businesses | 2 | — | — |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| The Burke Foundation Inc EIN 391828760 | Milwaukee, WI | 12/31/2024 |
| Community Foundation Of The Chattahoochee Valley Inc EIN 582381589 | Columbus, GA | 09/30/2024 |
| University Of Texas Law School Foundation EIN 746056794 | Austin, TX | 08/31/2024 |
| Massachusetts Audubon Society Inc EIN 042104702 | Lincoln, MA | 06/30/2024 |
| University Of Louisville Foundation Inc EIN 237078461 | Louisville, KY | 06/30/2024 |
| Earlham Foundation EIN 356014491 | Richmond, IN | 06/30/2024 |
| Jewish Community Foundation Of Greater Metrowest Nj EIN 221714130 | Whippany, NJ | 06/30/2024 |
| The Community Foundation Of Louisville Inc EIN 310997017 | Louisville, KY | 06/30/2024 |
| Reformed Theological Seminary EIN 640428676 | Jackson, MS | 05/31/2024 |
| Community Foundation Of Greater Memphis Inc EIN 581723645 | Memphis, TN | 04/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sturdy Memorial 403(b) Plan Sturdy Memorial Hospital, Inc. | Attleboro, MA | 2024 |
| New York Eye And Ear Infirmary Employees' Pension Plan New York Eye And Ear Infirmary | 2024 | |
| Retirement Income Plan Of The Conference Board, Inc. United States Staff Members The Conference Board, Inc. | 2021 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Francis Mccarron | President, Manager | Jan 1990 (37y) | 25% – 50% | |
| Johnson, Gregory, Charles | Manager | Dec 2004 (22y) | 10% – 25% | |
| Kovalik, Marcia, S | Chief Compliance Officer, General Counsel, Manager | Oct 2008 (18y) | Less than 5% | |
| Vasquez, Karen, A. | Chief Information And Technology Officer | Jun 2018 (8y) | Less than 5% | |
| Regan, Christopher, M | Chief Operating Officer | Nov 2018 (8y) | Less than 5% | |
| Dingle, Valentina, Teslenko | Chief Diversity Officer, Manager | May 2022 (4y) | Less than 5% | |
| Brown, Jeffrey, X. | Chief Financial Officer | Jan 2024 (3y) | Less than 5% | |
| Desisto, Gregory, Charles | Senior Consultant | Jul 2024 (2y) | 10% – 25% | |
| Christopher Shaw | Registered representative | Mar 2023 (3y) | ||
| Ian Douglas Macpherson | Registered representative | CFA | Mar 2023 (3y) | |
| John Stephen Kane | Registered representative | CFA | Mar 2023 (3y) | |
| Richard Murphy Morrison | Registered representative | CFA | Mar 2023 (3y) | |
| Timothy Michael Jarry | Registered representative | CFA | Mar 2023 (3y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sturdy Memorial 403(b) Plan | Sturdy Memorial Hospital, Inc. | 2,160 | $218M | 01/01/2024 |
| New York Eye And Ear Infirmary Employees' Pension Plan | New York Eye And Ear Infirmary | 279 | $125M | 01/01/2024 |
| Retirement Income Plan Of The Conference Board, Inc. United States Staff Members | The Conference Board, Inc. | 0 | $445K | 07/01/2021 |
From Form 5500 service-provider disclosures.
Foundations & charities (10)
| Organization | Type | Assets | As of |
|---|---|---|---|
| The Burke Foundation Inc | Public charity | $113M | 12/31/2024 |
| Community Foundation Of The Chattahoochee Valley Inc | Public charity | $349M | 09/30/2024 |
| University Of Texas Law School Foundation | Public charity | $315M | 08/31/2024 |
| Massachusetts Audubon Society Inc | Public charity | $381M | 06/30/2024 |
| University Of Louisville Foundation Inc | Public charity | $1.2B | 06/30/2024 |
| Earlham Foundation | Public charity | $415M | 06/30/2024 |
| Jewish Community Foundation Of Greater Metrowest Nj | Public charity | $471M | 06/30/2024 |
| The Community Foundation Of Louisville Inc | Public charity | $699M | 06/30/2024 |
| Reformed Theological Seminary | Public charity | $131M | 05/31/2024 |
| Community Foundation Of Greater Memphis Inc | Public charity | $909M | 04/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- U.S. Bank $7.2B (51% of AUM) Mar 2026
- Northern Trust $1.7B (16% of AUM) Feb 2026
- Charles Schwab & Co. $1.5B (11% of AUM) Mar 2026
- Wilmington Trust Company $1.5B (11% of AUM) Mar 2026
- The Vanguard Group, Inc. $950M (11% of AUM) Jul 2022
- BNY Mellon $693M (10% of AUM) Jun 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗