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Buckngham Capital Management, Inc. (Dayton)


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.

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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.

Buckngham Capital Management: assets under management

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 firm manages $27.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $455.67 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jay Allen Buckingham President 1 Aug 1987 75% - 100% 1057718

Based in Dayton

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.


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