RIA Intel›Advisers›Florida›BUCKLEY FINANCIAL GROUP, INC.

BUCKLEY FINANCIAL GROUP, INC.

Advisory

DAYTONA BEACH, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL

#1,589

of 2,610 advisers by AUM

Average account

$361K

across 148 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients102

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

102 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

SEDG FINANCIAL SERVICES CORP.

$53M

ARNOLD INSURANCE & FINANCIAL SERVICES, LLC

$53M

SOUTHSHORE FINANCIAL PLANNING LLC

$54M

JORDAN FINANCIAL LLC

$53M

AMIDA WEALTH ADVISORS, LLC

$54M

SARASOTA ASSET MANAGEMENT, INC.

WINTER PARK, FL

$54M

Get the full picture on BUCKLEY FINANCIAL GROUP, INC.

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

Create a free account →See plans