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BUCKHEAD CAPITAL MANAGEMENT, LLC

ATLANTA, GA · CRD 110707 · IAPD ↗ · buckheadcapital.com · 404-720-8800

$5.76BRegulatory AUM
12Advisory reps
13Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — BUCKHEAD CAPITAL MANAGEMENT, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — BUCKHEAD CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — BUCKHEAD CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — BUCKHEAD CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($3.92B -> $5.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — BUCKHEAD CAPITAL MANAGEMENT, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — BUCKHEAD CAPITAL MANAGEMENT, LLC now reports custody of client assets ($6.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.