$27.9M Total AUM
$27.9M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Bank OF America · Truist Bank
- Clients
- Retail
- Platforms
- ValueCrest
- Established Date
- 09-19-2017
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Buoyant Financial
Buoyant Financial is a Charlotte, NC-based RIA focused on personalized financial planning and investment management that ties portfolios to each client’s broader “life portfolio,” including retirement, family support, and charitable goals. The firm builds flexible, customized solutions rather than preset menus, with portfolios that lean heavily on ETFs and support accounts on platforms such as Altruist.
Team overview
46 AVG AGE
$27.9M AVG AUM / ADVISOR
$696.6K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Value matrix Foundation ember Capital Beacon signal Alpha Value North quantum Glacier north
Custodian
Delta glacier Prime Ember Radial Alpha eagle Ember crest Legacy glacier Eagle Prime
Investment Themes
Ridge Capital bridge Matrix
Investment Vehicles
Peak Meridian
Platform
Crest delta Beacon
Services
Fusion Prime Quantum timber Capital vector Atlas unison Ember Beacon zenith
Technology
Quantum ridge Momentum
Owner & Executives
G
Glen McLaughlin
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #3074883
- Ownership
- 75% or more
(222) 882-4779
matrix.eagle@pioneercapital.com
in linkedin.com/in/value-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,863,143 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,863,143 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,863,143
Equity - Exchange:
19.4% Public Funds:
12.0% Cash:
32.2% Municipal Bonds:
36.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $953,925,164 | 19.4% |
| Public Funds | $590,056,803 | 12.0% |
| Cash | $1,583,319,087 | 32.2% |
| Municipal Bonds | $1,789,838,967 | 36.4% |
| Total | $4,917,140,021 | 100.0% |