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Building 2BUCKINGHAM CAPITAL MANAGEMENT, INC.

Map pinDAYTON, OH
Phone937-435-2742
NotebookSEC #801-61296
Total AUM
$911M
Employees
14
Clients
1,286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6856 LOOP ROAD
DAYTON
OH 45459
United States
Operating Hours
8:30 - 5:00 M-TH; 8:00-4:00 FRI(ET)
Monday - Friday
Phone
937-435-2742
Other Offices
3

ReceiptFinancials

Total AUM
$911M
Accounts
3,190
Discretionary
$850.3M
Accounts
2,996
Non-Discretionary
$60.7M
Accounts
194

ContactClients

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Individual Clients
1,058
AUM
$315.4M
HNW Individual Clients
221
AUM
$586.3M
Charitable Organization Clients
5
AUM
$8.7M
Corporation or Business Clients
2
AUM
$578.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACODCFLGAILINKYLAMAMDMINCNHNVOHPASCTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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