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BUCKINGHAM CAPITAL MANAGEMENT, INC.

6856 Loop Road
Dayton, Ohio 45459
Tel: 937-435-2742

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About BUCKINGHAM CAPITAL MANAGEMENT, INC.

BUCKINGHAM CAPITAL MANAGEMENT, INC, formally registered with the SEC as BUCKINGHAM CAPITAL MANAGEMENT, INC. The firm was established in 07/18/2002. They have over 4 offices throughout the country.

BUCKINGHAM CAPITAL MANAGEMENT, INC. is a Dayton, Ohio based Financial Planning firm with nearly $910,992,747 assets under management, offering retirement planning & investment advisory services to 3190 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#117984
SEC#801-61296
Assets Managed by Firm$910,992,747
No. of Clients3190
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total3190$910,992,747
Individuals (other than high net worth individuals)1058$315,364,389
High net worth individuals221$586,337,013
Charitable organizations5$8,712,788
Corporations or other businesses2$578,557

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