Buckhead Resources, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Buckhead Resources provides portfolio management, subadvisory services to other investment advisers, financial planning, and business consulting focused on natural-resource assets. The firm also offers periodic educational seminars and workshops to clients at no charge.
Its investment process combines fundamental, quantitative and technical analysis and begins with an Investment Policy Statement tailored to each client; the firm typically seeks discretionary authority to implement portfolios. Buckhead Resources emphasizes natural-resources exposures and may use strategies such as commodities, options, short sales, margin and private placements, which can increase portfolio risk.
Compared with peers, the firm is notable for operating with a very small advisory staff and for reporting no assets under management as of December 2024 while still providing subadviser and project-based consulting services to other advisers. It also departs from many investment managers by offering free educational workshops, providing financial planning on an hourly or project basis, and not aggregating trades across multiple client accounts.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Subadvisor services
Expertise
Options & derivatives strategies
Real estate investing
Annuities
Private / alternative investments
Active portfolio management
Fee options
Fixed fees for financial plans from $1,000 to $50,000
$100,000 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001 - And Up: 0.75%
$250 to $1,000 per hour
Account minimum: $100,000
Main office location
Buckhead Resources, Inc.
3480 Peachtree Road Ne 2 Nd Floor
Atlanta GA 30326, United States
Number of offices
1
Most active in
Buckhead Resources, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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