BUCKHEAD CAPITAL MANAGEMENT, LLC
  • BUCKHEAD CAPITAL MANAGEMENT, LLC
  • BCM PRIVATE WEALTH MANAGEMENT

{{ Info.Overview }}
cb

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 08/09/2000
ADV Location ATLANTA, GA, United States
Contact Info 404 xxxxxxx
Websites
AUM* 5,758,236,630 11%
of that, discretionary 5,758,236,630 11%
Number of Employees 13
of those in investment advisory functions 12
Private Fund GAV* 0
Avg Account Size 15,775,991 3%
% High Net Worth 32.02% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

6B 5B 4B 3B 2B 2B 823M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date05/08/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date08/14/2023 Form ADV-E View Report

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser ARIEL INVESTMENTS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund205.5m Total Private Fund GAV205.5m AUM12.8b #Funds3
Adviser NEUMEIER POMA INVESTMENT COUNSEL LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund66.3m Total Private Fund GAV66.3m AUM1.4b #Funds1
Adviser SHUSTER ADVISORY GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM10.3b #Funds-
Adviser SMITH GROUP ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.4b #Funds-
Adviser MILLER VALUE PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM418.2m #Funds-
Adviser BRIDGE CITY CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM354.7m #Funds-
Adviser INVESCO MANAGED ACCOUNTS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM31.3b #Funds-
Adviser VANGUARD PERSONALIZED INDEXING MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM11.4b #Funds-
Adviser WILLIS INVESTMENT COUNSEL INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund205.2m Total Private Fund GAV205.2m AUM4.2b #Funds3
Adviser SEIZERT CAPITAL PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.5b #Funds-

Brochure Summary