B
CRD: 306924
Buchanan Capital Management, LLC
Oklahoma City, OK
4052275390
$25.9M Total AUM
$25.9M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-22-2020
- Office Locations
- 1
Office Locations
-- Oklahoma City OK
About Buchanan Capital Management, LLC
Buchanan Capital Management, LLC is a Oklahoma City-based RIA. The firm has been operating for 6 years. Managing $25.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
35 AVG AGE
$25.9M AVG AUM / ADVISOR
$517.5K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Eagle meridian Vertex zenith Meridian horizon Pathway oak Vital signal Vital crest
Client Personas
Catalyst summit
Investment Vehicles
Insight capital Focus
Services
Momentum Radial Delta North capital Catalyst Timber Fusion
Owner & Executives
M
MARTIN C BUCHANAN
Chief Compliance Officer, Private Wealth Advisor
- CRD
- #5863289
- Ownership
- 75% or more
(735) 426-2892
signal.meridian@capitalcapital.com
in linkedin.com/in/optima-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,873,586 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,873,586 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,873,586
Equity - Exchange:
23.0% Corporate - Investment Grade:
8.2% Corporate - Non-Investment Grade:
23.7% Cash:
25.3% Other:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $320,493,098 | 23.0% |
| Corporate - Investment Grade | $114,262,757 | 8.2% |
| Corporate - Non-Investment Grade | $330,247,236 | 23.7% |
| Cash | $352,542,408 | 25.3% |
| Other | $275,902,755 | 19.8% |
| Total | $1,393,448,254 | 100.0% |