Buckram Securities Ltd
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 173
- Avg AUM / client
- $678K
- Accounts
- 173
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 139 | $47.9M | 40.9% |
| High net worth individuals | 34 | $69.3M | 59.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Debuona, Jane Marie | Finop | Jan 2009 (18y) | Less than 5% | |
| Eric Matthew Filippone | Registered representative | Mar 2022 (4y) | ||
| Peter Philip Debuona | Registered representative | Apr 2022 (4y) | ||
| Robert L Schaefer | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Debuona, Peter Philip | President/Cco | Nov 2004 | A | 75% or more |
| Rutter, Maria Ann | Principal | Apr 2015 | A | Less than 5% |
| Filippone, Eric Matthew | Principal | Feb 2022 | A | Less than 5% |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 911 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
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗