Buckingham Capital Management is an investment advisor in Dayton with $785.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311657719
SEC advisor number
801-61296
FINRA CRD number
117984
AUM ?
$785.57 mm
(as of 31 Mar 22)
Accounts
2,953
(as of 31 Mar 22)
Employees
16
(16 investment advisory or research)
Address
Buckingham Capital Management
6856 LOOP RD
DAYTON
OH 45459
6856 LOOP RD
DAYTON
OH 45459
Office hours
Monday - Friday, 8:30 - 5:00 M-TH; 8:00-4:00 FRI(ET)
Phone
937-435-2742
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Buckingham, Jay, Allen | Chief Compliance Officer, Buckingham & Company Shareholder | 08/1987 | 50-75% |
Parenti, Linda, Suzanne | Buckingham & Company Shareholder | 01/2017 | < 5% |
Buckingham & Company, Inc (B&C) | Owner | 01/2017 | > 75% |
Groezinger, Jeff, Harold | Buckingham & Company Shareholder | 01/2017 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22