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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 $741,910,812 assets under management, offering retirement planning & investment advisory services to 3047 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#117984
SEC#801-61296
Assets Managed by Firm$741,910,812
No. of Clients3047
No. of Advisors16

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total3047$741,910,812
Individuals (other than high net worth individuals)1033$286,744,596
High net worth individuals193$447,254,003
Charitable organizations5$7,669,215
Corporations or other businesses2$242,998

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