CRD: 130404
Buckeye Financial Solutions, Inc.
Canton, OH, 44718
3302448600
$95.7M Total AUM
$76.2M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2004
- Office Locations
- 1
Office Locations
4553 Everhard Road, NW Canton OH
About Buckeye Financial Solutions, Inc.
Buckeye Financial Solutions, Inc. is a Canton-based RIA. The firm has been operating for 22 years. Managing $95.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$95.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Capital timber Timber eagle
Investment Themes
Meridian delta Summit beacon
Investment Vehicles
Eagle horizon
Services
Vertex north Ember Vertex Crest harbor Fusion Momentum
Owner & Executives
R
RICHARD LYNN MOHR
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4641482
- Ownership
- 75% or more
(238) 585-8173
focus.foundation@capitalcapital.com
in linkedin.com/in/atlas-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,213,779 | -- |
| Non-Discretionary | $19,476,437 | -- |
| Total | $95,690,216 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,690,216
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,089,085,126 | 100.0% |
| Total | $5,089,085,126 | 100.0% |