CRD: 126428
Buckeye Wealth Partners, LLC
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- Custodian
- Altruist · Folio Investments · Goldman Sachs · Truist Bank
- Clients
- Retail
- Platforms
- Fusion
- Established Date
- 05-08-2003
- Office Locations
- 1
Office Locations
About Buckeye Wealth Partners, LLC
Buckeye Wealth Partners is a fee-only, fiduciary RIA in Centerville, Ohio providing integrated wealth management and tax services, including discretionary investment management, retirement income planning, portfolio risk management, estate planning, and tax preparation/strategy. The firm emphasizes serving investors without high account minimums and builds portfolios often implemented with ETFs and fixed income. Tax services are supported by IRS e-file authorization and NATP membership.
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Owner & Executives
JAMES WILLIAM KILGORE
Chief Compliance Officer, Managing Member, President
- CRD
- #6695352
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM EWALT DESHURKO
Investment Banking Associate
- CRD
- #1717919
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,856,895 | -- |
| Non-Discretionary | $14,095,546 | -- |
| Total | $67,952,441 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,952,441
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $323,946,313 | 12.7% |
| Public Funds | $155,596,261 | 6.1% |
| U.S. Government/Agency | $188,756,120 | 7.4% |
| Cash | $632,588,076 | 24.8% |
| Corporate - Investment Grade | $714,212,344 | 28.0% |
| Municipal Bonds | $535,659,258 | 21.0% |
| Total | $2,550,758,372 | 100.0% |