Buckhorn Capital Management LLC (Charlotte)

Name: Buckhorn Capital Management LLC
Address: 4201 Congress Street, Charlotte, NC, 28209
Telephone: 704-358-8336

Buckhorn Capital Management LLC is a related adviser based in Charlotte. It manages $52.15 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Mississippi, North Carolina, and South Carolina.

Buckhorn Capital Management provides portfolio management for individuals and small businesses and general consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Buckhorn Capital Management: assets under management

The assets under management (AUM) of Buckhorn Capital Management LLC is $52.15 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.84 million in discretionary accounts and $1.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $246.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $28.48 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Buckhorn Capital Management LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Buckhorn Capital Management LLC

Winston Winfield Way has been acting as President since 1 Jan 1991. Solamere Advisors joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Winston Winfield Way	President	1 Jan 1991	75% - 100%	1077497
Michelle Thiedeman	Portfolio manager	1 Jan 1998	Other	2492369
Winston Winfield Way	Chief compliance officer	1 Oct 2004	75% - 100%	1077497
Solamere Advisors	Member	1 Oct 2013	75% - 100%	150605

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Camg Solamere Llc	Member	1 May 2009	25% - 50%	80-0408771
Charlotte Asset Management Group	Member	1 May 2009	25% - 50%	80-0400430
Stephen Edward Wilson	Elected manager	1 May 2009	Other	2371673
Christopher Robert Smith	Elected manager	1 May 2009	Other	5680201
Llc Solamere Group	Member	1 May 2009	50% - 75%	27-0338140
Bert Deems May	Elected manager	1 May 2009	Other	4445278
Leila Taratus Evans	Elected manager	1 May 2009	Other	2939186

Based in Charlotte

The principal office where Buckhorn Capital Management LLC performs its advisory services is located at 4201 Congress Street, Charlotte, NC 28209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-358-8336 or by fax 704-547-3101. The normal business hours are 8:30 am- 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.buckhorncapital.com.