Buckhead Capital Management, Llc
- Regulatory AUM
- $5.8B
- Discretionary
- $5.8B
- Clients
- 203
- Avg AUM / client
- $28.4M
- Accounts
- 365
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 68 | $87.2M | 1.51% |
| High net worth individuals | 65 | $296M | 5.14% |
| Charitable organizations | 23 | $335M | 5.82% |
| State or municipal government entities | 30 | $3.6B | 62.8% |
| Corporations and other businesses | 17 | $1.4B | 24.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Nelson Mullins Retirement Plan Nelson Mullins Riley & Scarborough Llp | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Walter Eugene Dupre | Member | CFA | Oct 2000 (26y) | 50% – 75% |
| John Dodgen Swanson | Member, Chief Compliance Officer | Jan 2002 (25y) | 50% – 75% | |
| Timothy Charles Escott | Registered representative | CFA | Jul 2021 (5y) | |
| Harold Fredrick Nelson | Registered representative | Jul 2021 (5y) | ||
| Kathryn Gilmore Stratton | Registered representative | CFA | Jul 2021 (5y) | |
| Matthew Roy Boden | Registered representative | CFA | Aug 2021 (5y) | |
| Cynthia Leigh Prince | Registered representative | Sep 2021 (5y) | ||
| Chad Kallam Stephens | Registered representative | Dec 2021 (5y) | ||
| Rachel Moore Molina | Registered representative | Aug 2023 (3y) | ||
| Douglas Scott Mcduffie | Registered representative | CFP | May 2024 (2y) |
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Nelson Mullins Retirement Plan | Nelson Mullins Riley & Scarborough Llp | 1,831 | $679M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 981 KB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Principal Securities, Inc. $1.4B (25% of AUM) Mar 2026
- Us Bancorp $1.2B (21% of AUM) Mar 2026
- Northern Trust $1.2B (21% of AUM) Mar 2026
- BNY Mellon $1.2B (21% of AUM) Mar 2026
- Principal Bank $711M (19% of AUM) Nov 2022
- Charles Schwab & Co. $357M (6% of AUM) Mar 2026
- Wells Fargo $277M (11% of AUM) Mar 2021
- Bank Of Ny Mellon $147M (11% of AUM) Sep 2018
- Fifth Third Bank $134M (14% of AUM) May 2019
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗