Buckngham Capital Management, Inc. is a large advisory firm based in Dayton. It manages $27.8 million of regulatory assets for 61 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of New Hampshire and Ohio.
Buckngham Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Buckngham Capital Management, Inc. is $27.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Buckngham Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Buckngham Capital Management, Inc. performs its advisory services is located at 6856 Loop Road, Dayton, OH 45459, which is also the mailing address of the firm. An additional office of the firm is in Westerville, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-435-2742 or by fax 937-435-3083. The normal business hours are 8:30 - 5:30 (et) on Monday - Friday. You can find more information about the New York firm at www.buckinghamfinancial.com.