Buckhorn Capital Management LLC is a related adviser based in Charlotte. It manages $52.15 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Mississippi, North Carolina, and South Carolina.
Buckhorn Capital Management provides portfolio management for individuals and small businesses and general consulting 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.
The assets under management (AUM) of Buckhorn Capital Management LLC is $52.15 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Buckhorn Capital Management LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Winston Winfield Way has been acting as President since 1 Jan 1991. Solamere Advisors joined the executive team most recently as the Member.
The principal office where Buckhorn Capital Management LLC performs its advisory services is located at 4201 Congress Street, Charlotte, NC 28209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-358-8336 or by fax 704-547-3101. The normal business hours are 8:30 am- 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.buckhorncapital.com.