RIA IntelAdvisersOklahomaBUCHANAN CAPITAL MANAGEMENT, LLC

BUCHANAN CAPITAL MANAGEMENT, LLC

Advisory

OK

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account
$517K
across 50 accounts
AUM per adviser
$26M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$26M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

UTICA CAPITAL ADVISERS, INC.
TULSA, OK
$25M
-28.3% 1Y
BUWICK GROUP WEALTH MANAGEMENT, LLC
NORMAN, OK
$25M
SOUTHMARK ADVISORY, INC.
TULSA, OK
$27M
-75.8% 1Y
WEALTH ADVISORS, L.L.C.
BROKEN ARROW, OK
$27M
+0.9% 1Y
COMBEST FINANCIAL SERVICES, INC.
DUNCAN, OK
$28M
-27.1% 1Y
COMBEST FINANCIAL SERVICES, INC.
DUNCAN, OK
$28M

Get the full picture on BUCHANAN CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BUCHANAN CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans