Tech stack
No one at Buckhead Capital Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Buckhead Capital Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Northern Trust
Per Form ADV · $1.1B held · filed Mar 2024
BNY
Per Form ADV · $894M held · filed Mar 2024
U.S. Bank
Per Form ADV · $621M held · filed Mar 2024
Schwab
Per Form ADV · $477M held · filed Mar 2024
Portfolio Management
