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Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 10b 100b

BUCKINGHAM STRATEGIC WEALTH, LLC

CRD 143323

ST LOUIS, MO

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Search this name across graphsid dfx:ria:801f52a5-cdf8-31b1-e719-8cc7278a9895

Data as of Aug 9, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 431
Dated events: 40
On other graphs: 2
Observed: Mar 30, 2012 to Aug 9, 2024
74 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Buckingham Strategic Wealth, LLC

Intermediary · shared crd

Allocatorsidentity

Buckingham Strategic Wealth, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $30BItem 5.F on the latest filing (2024-08-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $28B
Private client RAUM: $28BderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 645
Advisory employees: 312
Offices: 55Schedule D 1.F, beyond the principal office
Accounts: 51,749
Individual clients: 7,442
High net worth clients: 6,798
Custody, client assets: $16B
SEC number: 801-67640
CRD: 143323
Filings on the tape: 74
First filed: Mar 30, 2012
Latest filed: Aug 9, 2024
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, DANIEL, MARK	MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF FINANCIAL OFFICER	Na	yes	01/2014	Mar 28, 2014	Aug 9, 2024
BIRENBAUM, ADAM, LAWRENCE	CHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHAIRMAN AND CHIEF EXECUTIVE OFFICER	Na	yes	01/2009	Mar 30, 2012	Aug 9, 2024
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 14, 2023	Aug 9, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 14, 2023	Aug 9, 2024
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 14, 2023	Aug 9, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 14, 2023	Aug 9, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 14, 2023	Aug 9, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 14, 2023	Aug 9, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 14, 2023	Aug 9, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 14, 2023	Aug 9, 2024
FERRI, JUSTIN, CHRISTOPHER	MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT AND CHIEF OPERATING OFFICER	Na	yes	05/2019	Jun 10, 2019	Aug 9, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Aug 23, 2018	Aug 9, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Mar 30, 2012	Aug 9, 2024
FOCUS OPERATING, LLC	MEMBER (MANAGER)	E	yes	02/2007	Mar 30, 2012	Aug 9, 2024
GROGAN, KEVIN, ANDREW	CHIEF INVESTMENT OFFICER	Na	yes	01/2023	Feb 28, 2023	Aug 9, 2024
HARTMAN, WENDY, LOUISE	MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT- BUCKINGHAM STRATEGIC WEALTH	Na	yes	05/2019	Jun 10, 2019	Aug 9, 2024
PAPA, SALVATORE, JOHN	MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	06/2016	Jun 22, 2015	Aug 9, 2024
REMMING, JEFFREY, SCOTT	MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF PLATFORM OFFICER	Na	yes	01/2011	Mar 30, 2012	Aug 9, 2024
Scheid, Jonathan, Joseph	MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT- BUCKINGHAM STRATEGIC PARTNERS	Na	yes	10/2023	Oct 24, 2023	Aug 9, 2024
ZILIAK, ROBERT, ANTHONY	MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF SOLUTIONS OFFICER	Na	yes	10/2021	Mar 30, 2022	Aug 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
THE COLONY GROUP, LLC	n/a	Independent wealth	$182B	N	yes	n/a
BUCKINGHAM STRATEGIC PARTNERS, LLC	n/a	Independent wealth	$41B	N	yes	n/a
BRAD WASSERMAN	n/a	n/a	n/a	Y	no	n/a
JAY PAUL WIRIG	n/a	n/a	n/a	Y	no	n/a
JAY WELDON WIRIG	n/a	n/a	n/a	Y	no	n/a
KEITH RYBAK	n/a	n/a	n/a	Y	no	n/a
ROGER MILLBROOK	n/a	n/a	n/a	Y	no	n/a
ROGER MILLBROOK	n/a	n/a	n/a	Y	no	n/a
STEPHEN LOUIS HICKS	n/a	n/a	n/a	Y	no	n/a
STEPHEN LOUIS HICKS	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published; showing 30 of 55

City	State	Country	Employees	Also broker-dealer
Southlake	TX	United States	8	no
MORGAN HILL	CA	United States	7	no
Atlanta	Ga	United States	7	no
Indianapolis	In	United States	7	no
Fresno	CA	United States	6	no
Denver	Co	United States	6	no
Deerfield	IL	United States	6	no
Ridgeland	Ms	United States	6	no
Lincoln	Ne	United States	6	no
Portland	Or	United States	6	no
SANTA ROSA	CA	United States	5	no
Wyomissing	Pa	United States	5	no
Lincoln	Ri	United States	5	no
Plano	TX	United States	5	no
Fairfax	Va	United States	5	no
Middleburg	Va	United States	5	no
WALNUT CREEK	CA	United States	4	no
COLORADO SPRINGS	Co	United States	4	no
GRAND LEDGE	Mi	United States	4	no
Williamston	Mi	United States	4	no
Asheville	Nc	United States	4	no
Houston	TX	United States	4	no
Charleston	Wv	United States	4	no
Bourbonnais	IL	United States	3	no
FARMINGTON HILLS	Mi	United States	3	no
ROCHESTER HILLS	Mi	United States	3	no
KANSAS CITY	Mo	United States	3	no
Charlotte	Nc	United States	3	no
Livingston	Nj	United States	3	no
Cincinnati	Oh	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 20, 2024	$27B	$25B	645	312	55	n/a	n/a
2022	Feb 28, 2023	$22B	$21B	584	258	48	n/a	n/a
2021	Mar 30, 2022	$23B	$21B	526	229	46	n/a	n/a
2020	Mar 18, 2021	$19B	$18B	493	216	42	n/a	n/a
2019	Mar 11, 2020	$17B	$16B	473	220	35	n/a	n/a
2018	Mar 20, 2019	$15B	$14B	448	210	31	n/a	n/a
2017	Mar 23, 2018	$12B	$12B	290	150	21	n/a	n/a
2016	Mar 8, 2017	$8.8B	$8.6B	260	129	n/a	n/a	n/a
2015	Mar 29, 2016	$7.3B	$7.1B	240	100	n/a	n/a	n/a
2014	Mar 30, 2015	$6.6B	$6.5B	200	95	n/a	n/a	n/a
2013	Mar 28, 2014	$5.6B	$5.4B	150	60	n/a	n/a	n/a
2012	Mar 26, 2013	$4.1B	$3.9B	140	60	n/a	n/a	n/a
2011	Mar 30, 2012	$2.8B	$2.7B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$30B	$22B	33.7%	$19B	15.9%	645	584	55	48

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOCUS ADVISOR SOLUTIONS, LLC	2	Nov 14, 2024	Dec 17, 2021	ST LOUIS, MO	Team lift out	RIA to RIA	1.5%
FOCUS ADVISOR SOLUTIONS, LLC	12	Jun 28, 2024	Apr 11, 2024	ST LOUIS, MO	Team lift out	RIA to RIA	4.0%

Teams in

teams that arrived here from one firm together; showing 20 of 32

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOCUS ADVISOR SOLUTIONS, LLC	3	Jun 26, 2024	Dec 5, 2014	ST LOUIS, MO	Team lift out	RIA to RIA	7.7%
WASSERMAN WEALTH MANAGEMENT, LLC	3	Mar 27, 2024	Mar 27, 2024	FARMINGTON HILLS, MI	Firm absorbed	RIA to RIA	100.0%
LIFE PLAN FINANCIAL ADVISORY GROUP, LLC	3	Dec 13, 2023	Dec 13, 2023	ROCHESTER HILLS, MI	Firm absorbed	RIA to RIA	100.0%
BRIGGS ADVISORY GROUP, INC.	4	Dec 6, 2023	Dec 7, 2023	LINCOLN, RI	Firm absorbed	RIA to RIA	80.0%
MADISON WEALTH ADVISORS, LLC	2	Jul 28, 2023	Jul 28, 2023	LEES SUMMIT, MO	Team lift out	RIA to RIA	100.0%
HAUSMAN ADVISORS, LLC	2	May 31, 2023	May 31, 2023	HOOD RIVER, OR	Team lift out	RIA to RIA	100.0%
DAVIS FINANCIAL PLANNING	2	May 5, 2023	May 5, 2023	ASHEVILLE, NC	Team lift out	RIA to RIA	100.0%
CONVERGENT FINANCIAL STRATEGIES LLC	2	Feb 24, 2023	Feb 24, 2023	PLYMOUTH MEETING, PA	Team lift out	RIA to RIA	100.0%
OXFORD FINANCIAL PARTNERS	2	Feb 24, 2023	Feb 24, 2023	CINCINNATI, OH	Team lift out	RIA to RIA	66.7%
CLINTSMAN FINANCIAL PLANNING	7	Feb 1, 2023	Feb 2, 2023	SOUTHLAKE, TX	Firm absorbed	RIA to RIA	100.0%
DENTAL WEALTH ADVISORS, LLC	2	Oct 24, 2022	Oct 24, 2022	BELLEVUE, WA	Team lift out	RIA to RIA	100.0%
THE PLANNED APPROACH	2	Nov 30, 2021	Dec 1, 2021	KANSAS CITY, MO	Team lift out	RIA to RIA	100.0%
SIENA WEALTH ADVISORS	2	Oct 29, 2021	Oct 29, 2021	GRAND LEDGE, MI	Team lift out	RIA to RIA	100.0%
CAROLINA CAPITAL CONSULTING, INC.	3	Jul 26, 2021	Jul 26, 2021	CHARLOTTE, NC	Firm absorbed	RIA to RIA	100.0%
CONFLUENCE WEALTH MANAGEMENT LLC	4	Dec 23, 2020	Dec 23, 2020	PORTLAND, OR	Firm absorbed	RIA to RIA	80.0%
GREENCOURSE FINANCIAL ADVISORS, LLC	4	Oct 30, 2020	Oct 30, 2020	CHESTERFIELD, MO	Firm absorbed	RIA to RIA	100.0%
RNP ADVISORY SERVICES, INC.	4	Jul 1, 2020	Jul 1, 2020	MORGAN HILL, CA	Firm absorbed	RIA to RIA	100.0%
NOVA WEALTH MANAGEMENT GROUP, LLC	4	Mar 17, 2020	Mar 25, 2020	ATLANTA, GA	Firm absorbed	RIA to RIA	100.0%
HORNE WEALTH ADVISORS, LLC	2	Aug 15, 2019	Aug 15, 2019	RIDGELAND, MS	Team lift out	RIA to ibd	40.0%
HORNE WEALTH ADVISORS, LLC	3	Aug 15, 2019	Aug 28, 2019	JACKSON, TN	Firm absorbed	RIA to ibd	60.0%

Relationships

showing 80 of 431

Affiliated with (6)

← FOCUS ADVISOR SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ FOCUS ADVISOR SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ FOCUS PARTNERS WEALTH, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CAPGROUP ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← HUFFORD ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← FOUNDERS FINANCIAL NETWORK, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (18)

← ZILIAK, ROBERT, ANTHONYOwnerMEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF SOLUTIONS OFFICER, ownership code NA, individual
Mar 30, 2022 to presentfactForm ADV
← HARTMAN, WENDY, LOUISEOwnerMEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT- BUCKINGHAM STRATEGIC WEALTH, ownership code NA, individual
Jun 10, 2019 to presentfactForm ADV
← Scheid, Jonathan, JosephOwnerMEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT- BUCKINGHAM STRATEGIC PARTNERS, ownership code NA, individual
Oct 24, 2023 to presentfactForm ADV
← FERRI, JUSTIN, CHRISTOPHEROwnerMEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT AND CHIEF OPERATING OFFICER, ownership code NA, individual
Jun 10, 2019 to presentfactForm ADV
← REMMING, JEFFREY, SCOTTOwnerMEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF PLATFORM OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← BIRENBAUM, ADAM, LAWRENCEOwnerCHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHAIRMAN AND CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← GROGAN, KEVIN, ANDREWOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Feb 28, 2023 to presentfactForm ADV
← ANDERSON, DANIEL, MARKOwnerMEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 28, 2014 to presentfactForm ADV
← PAPA, SALVATORE, JOHNOwnerMEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 22, 2015 to presentfactForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 14, 2023 to presentfactForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 14, 2023 to presentfactForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 14, 2023 to presentfactForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 14, 2023 to presentfactForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 14, 2023 to presentfactForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 14, 2023 to presentfactForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 14, 2023 to presentfactForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Aug 23, 2018 to presentfactForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Registered with (54)

← DANIEL CLYDE GOLDIEAdvisorregistration: previous registration
Jun 13, 2019 to Nov 14, 2024factForm ADV
← JAY W WIRIGAdvisorregistration: previous registration
Jul 27, 2018 to Nov 14, 2024factForm ADV
← SUSAN HODGES STRASBAUGHAdvisorregistration: previous registration
May 14, 2018 to Nov 14, 2024factForm ADV
← DOROTHY MARIE BOURLIERAdvisorregistration: previous registration
Nov 23, 2020 to Nov 14, 2024factForm ADV
← CARL STEPHEN NADWODNYAdvisorregistration: previous registration
Feb 24, 2023 to Nov 14, 2024factForm ADV
← DIRK GAVIN GILLIARDAdvisorregistration: previous registration
Jun 13, 2019 to Nov 14, 2024factForm ADV
← DANIEL JEFFREY MAYAdvisorregistration: previous registration
Jul 1, 2020 to Nov 14, 2024factForm ADV
← KEDRE DJINN MELLORAdvisorregistration: previous registration
Jan 27, 2022 to Nov 14, 2024factForm ADV
← KEITH ALLEN BARRAdvisorregistration: previous registration
Dec 13, 2023 to Nov 14, 2024factForm ADV
← BRENT MICHAEL THOMASAdvisorregistration: previous registration
Oct 28, 2010 to Nov 14, 2024factForm ADV
← BRIAN HADLEY FENNAdvisorregistration: previous registration
Jul 26, 2021 to Nov 14, 2024factForm ADV
← BRYAN DEAN CLINTSMANAdvisorregistration: previous registration
Feb 1, 2023 to Nov 14, 2024factForm ADV
← ROGER RICHARD ROWEAdvisorregistration: previous registration
Oct 2, 2020 to Nov 14, 2024factForm ADV
← PHILIP HOAdvisorregistration: previous registration
Feb 6, 2014 to Nov 14, 2024factForm ADV
← MICHAEL LEE CLAYMANAdvisorregistration: previous registration
Oct 28, 2014 to Nov 14, 2024factForm ADV
← BRENDA JEAN JANIKOWSKIAdvisorregistration: previous registration
Oct 28, 2015 to Nov 14, 2024factForm ADV
← MARK LESLIE SMITHAdvisorregistration: previous registration
Apr 1, 2016 to Nov 14, 2024factForm ADV
← DOUGLAS WAYNE MCCULLEYAdvisorregistration: previous registration
Jul 1, 2013 to Nov 14, 2024factForm ADV
← ERIK JAMES CHRISTMANAdvisorregistration: previous registration
Feb 24, 2023 to Nov 14, 2024factForm ADV
← AIMEE JEANNINE HANSENAdvisorregistration: previous registration
Oct 24, 2022 to Nov 14, 2024factForm ADV
← CHIARA ANN RENNINGERAdvisorregistration: previous registration
Jul 19, 2016 to Nov 14, 2024factForm ADV
← DANIEL THOMAS NEWQUISTAdvisorregistration: previous registration
Jul 1, 2020 to Nov 14, 2024factForm ADV
← ROGER LEWIS MILLBROOKAdvisorregistration: previous registration
Oct 29, 2021 to Nov 14, 2024factForm ADV
← ERIC JAMES OUSLEYAdvisorregistration: previous registration
Nov 5, 2014 to Nov 14, 2024factForm ADV
← RANDALL SCOTT CRIMMINGSAdvisorregistration: previous registration
Feb 1, 2023 to Nov 14, 2024factForm ADV
← BENJAMIN LEE LANNINGAdvisorregistration: previous registration
Dec 4, 2007 to Nov 14, 2024factForm ADV
← SCOTT ALLEN WORLEYAdvisorregistration: previous registration
Jul 19, 2016 to Nov 14, 2024factForm ADV
← ANTOINETTE CARMONAAdvisorregistration: previous registration
Aug 22, 2022 to Nov 14, 2024factForm ADV
← CINDY SAMOSKY MCGHEEAdvisorregistration: previous registration
Aug 1, 2018 to Nov 14, 2024factForm ADV
← MICHAEL ERNEST KITCESAdvisorregistration: previous registration
Oct 21, 2020 to Nov 14, 2024factForm ADV
and 24 more

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 14, 2024
Team lift-out
2 advisors left Buckingham Strategic Wealth, LLC (ST Louis, MO) for Focus Advisor Solutions, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Nov 14, 2024
Advisor changed firm
Kristen Renee Donovan left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2021-12-17)
Form ADVobserved 4 days ago
Occurred
Nov 14, 2024
Advisor changed firm
Benjamin Lee Lanning left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2014-07-11)
Form ADVobserved 4 days ago
Occurred
Aug 29, 2024
Advisor changed firm
Jerrold A Grecu left Buckingham Strategic Wealth, Llc for Focus Partners Wealth, Llc (registered 2024-08-29)
Form ADVobserved 4 days ago
Occurred
Aug 16, 2024
Advisor changed firm
Benjamin Michael Thiele left Buckingham Strategic Wealth, Llc for Focus Partners Wealth, Llc (registered 2024-07-01)
Form ADVobserved 4 days ago
Occurred
Jul 11, 2024
Advisor changed firm
Constanza Jelambi Illanes left Buckingham Strategic Wealth, Llc for Stifel, Nicolaus & Company, Incorporated (registered 2024-07-08)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Leanne Jeannette Geer left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2023-03-03)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Andrew Elton Fenton left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2023-02-27)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Jose M Camarena left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2024-04-11)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Jeffery Alan Yorg left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2019-10-11)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Xuyi Chen left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2023-02-27)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Justin Case Cox left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2023-03-13)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Daniel Wain Campbell left Buckingham Strategic Wealth, Llc for Waypoint Wealth Partners (registered 2024-08-15)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Ryan Fedder left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2023-06-16)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2024
Team lift-out
12 advisors left Buckingham Strategic Wealth, LLC (ST Louis, MO) for Focus Advisor Solutions, LLC within 3 days
Form ADVobserved 4 days ago
12 advisors
Occurred
Jun 28, 2024
Advisor changed firm
Andrey Vladimirovich Rudomiotov left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2017-11-02)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2024
Advisor changed firm
Kevin Gene Carlton left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2016-07-01)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2024
Advisor changed firm
Lindsay Michal Wales left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2021-11-01)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2024
Advisor changed firm
Mark John Pitcher left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2014-09-18)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2024
Advisor changed firm
Blerina Hysi left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2013-08-21)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2024
Advisor changed firm
Daniel John Rush left Buckingham Strategic Wealth, Llc for Focus Advisor Solutions, Llc (registered 2007-07-27)
Form ADVobserved 4 days ago
Occurred
Jun 26, 2024
Team lift-out
3 advisors left Focus Advisor Solutions, LLC (ST Louis, MO) for Buckingham Strategic Wealth, LLC within 2 days
Form ADVobserved 4 days ago
3 advisors
Occurred
Jun 18, 2024
Advisor changed firm
Mary A. Ryan left Buckingham Strategic Wealth, Llc for J.P. Morgan Securities Llc (registered 2024-06-04)
Form ADVobserved 4 days ago
Occurred
May 17, 2024
Advisor changed firm
Andrew John Vanlaningham left Buckingham Strategic Wealth, Llc for Sigfig Wealth Management Llc (registered 2024-06-04)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Firm absorbed
Wasserman Wealth Management, LLC's advisors moved to Buckingham Strategic Wealth, LLC (Farmington Hills, MI): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Feb 7, 2024
Advisor changed firm
Brandon Gwynn Woods left Buckingham Strategic Wealth, Llc for Root Financial Partners (registered 2024-02-28)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2023
Firm absorbed
Life Plan Financial Advisory Group, LLC's advisors moved to Buckingham Strategic Wealth, LLC (Rochester Hills, MI): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Dec 6, 2023
Firm absorbed
Briggs Advisory Group, Inc.'s advisors moved to Buckingham Strategic Wealth, LLC (Lincoln, RI): 4 of 5 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Oct 24, 2023
Control person joined
Joseph Jonathan Scheid (Member Of Board Of Directors Of Bam Management Llc, President- Buckingham Strategic Partners) appeared on Schedule A of Buckingham Strategic Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Oct 24, 2023
Control person left
Bennett Alexander Potts (Member Of Board Of Directors Of Bam Management Llc, President- Buckingham Strategic Partners) no longer on Schedule A of Buckingham Strategic Wealth, Llc (listed 2023-09-29, absent 2023-10-24)
Form ADVobserved 4 days ago
Occurred
Sep 20, 2023
Advisor changed firm
Heath James Mason Mcateer left Buckingham Strategic Wealth, Llc for Robert W. Baird & Co. Incorporated (registered 2023-12-12)
Form ADVobserved 4 days ago
Occurred
Aug 11, 2023
Advisor changed firm
Connor Simpkins left Buckingham Strategic Wealth, Llc for Edward Jones (registered 2023-10-10)
Form ADVobserved 4 days ago
Occurred
Jul 28, 2023
Team lift-out
2 advisors left Madison Wealth Advisors, LLC (Lees Summit, MO) for Buckingham Strategic Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
May 31, 2023
Team lift-out
2 advisors left Hausman Advisors, LLC (Hood River, OR) for Buckingham Strategic Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
May 17, 2023
Advisor changed firm
Matthew L Clark left Buckingham Strategic Wealth, Llc for Chj Wealth Management (registered 2025-05-13)
Form ADVobserved 4 days ago
Occurred
May 9, 2023
Advisor changed firm
Brandon Jay Reef Laxton left Buckingham Strategic Wealth, Llc for Moneta Group Investment Advisors, Llc (registered 2023-05-30)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Team lift-out
2 advisors left Davis Financial Planning (Asheville, NC) for Buckingham Strategic Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 25, 2023
Advisor changed firm
Matthew Thomas Harvey left Buckingham Strategic Wealth, Llc for Hfg Wealth Management, Llc (registered 2023-05-02)
Form ADVobserved 4 days ago
Occurred
Apr 11, 2023
Advisor changed firm
Allison Marie Ecklund left Buckingham Strategic Wealth, Llc for Captrust (registered 2023-04-05)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 20, 2024
Buckingham Strategic Wealth, Llc reported 55 offices beyond its principal office, up from 48 (2023-12-19 to 2024-03-20)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:801f52a5-cdf8-31b1-e719-8cc7278a9895
First observed: Mar 30, 2012
Last observed: Aug 9, 2024 25 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BUCKINGHAM STRATEGIC WEALTH, LLC

CRD 143323

ST LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:801f52a5-cdf8-31b1-e719-8cc7278a9895

Data as of Aug 9, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, DANIEL, MARK

MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF FINANCIAL OFFICER

yes

01/2014

Mar 28, 2014

Aug 9, 2024

BIRENBAUM, ADAM, LAWRENCE

CHAIRMAN OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHAIRMAN AND CHIEF EXECUTIVE OFFICER

yes

01/2009

Mar 30, 2012

Aug 9, 2024

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 14, 2023

Aug 9, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 14, 2023

Aug 9, 2024

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 14, 2023

Aug 9, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 14, 2023

Aug 9, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 14, 2023

Aug 9, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 14, 2023

Aug 9, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 14, 2023

Aug 9, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 14, 2023

Aug 9, 2024

FERRI, JUSTIN, CHRISTOPHER

MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT AND CHIEF OPERATING OFFICER

yes

05/2019

Jun 10, 2019

Aug 9, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Aug 23, 2018

Aug 9, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Mar 30, 2012

Aug 9, 2024

FOCUS OPERATING, LLC

MEMBER (MANAGER)

yes

02/2007

Mar 30, 2012

Aug 9, 2024

GROGAN, KEVIN, ANDREW

CHIEF INVESTMENT OFFICER

yes

01/2023

Feb 28, 2023

Aug 9, 2024

HARTMAN, WENDY, LOUISE

MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT- BUCKINGHAM STRATEGIC WEALTH

yes

05/2019

Jun 10, 2019

Aug 9, 2024

PAPA, SALVATORE, JOHN

MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

yes

06/2016

Jun 22, 2015

Aug 9, 2024

REMMING, JEFFREY, SCOTT

MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF PLATFORM OFFICER

yes

01/2011

Mar 30, 2012

Aug 9, 2024

Scheid, Jonathan, Joseph

MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, PRESIDENT- BUCKINGHAM STRATEGIC PARTNERS

yes

10/2023

Oct 24, 2023

Aug 9, 2024

ZILIAK, ROBERT, ANTHONY

MEMBER OF BOARD OF DIRECTORS OF BAM MANAGEMENT LLC, CHIEF SOLUTIONS OFFICER

yes

10/2021

Mar 30, 2022

Aug 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

THE COLONY GROUP, LLC

n/a

Independent wealth

$182B

yes

n/a

BUCKINGHAM STRATEGIC PARTNERS, LLC

n/a

Independent wealth

$41B

yes

n/a

BRAD WASSERMAN

n/a

JAY PAUL WIRIG

n/a

JAY WELDON WIRIG

n/a

KEITH RYBAK

n/a

ROGER MILLBROOK

n/a

ROGER MILLBROOK

n/a

STEPHEN LOUIS HICKS

n/a

STEPHEN LOUIS HICKS

n/a

City

State

Country

Employees

Also broker-dealer

Southlake

United States

MORGAN HILL

United States

Atlanta

United States

Indianapolis

United States

Fresno

United States

Denver

United States

Deerfield

United States

Ridgeland

United States

Lincoln

United States

Portland

United States

SANTA ROSA

United States

Wyomissing

United States

Lincoln

United States

Plano

United States

Fairfax

United States

Middleburg

United States

WALNUT CREEK

United States

COLORADO SPRINGS

United States

GRAND LEDGE

United States

Williamston

United States

Asheville

United States

Houston

United States

Charleston

United States

Bourbonnais

United States

FARMINGTON HILLS

United States

ROCHESTER HILLS

United States

KANSAS CITY

United States

Charlotte

United States

Livingston

United States

Cincinnati

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 20, 2024

$27B

$25B

645

312

n/a

2022

Feb 28, 2023

$22B

$21B

584

258

n/a

2021

Mar 30, 2022

$23B

$21B

526

229

n/a

2020

Mar 18, 2021

$19B

$18B

493

216

n/a

2019

Mar 11, 2020

$17B

$16B

473

220

n/a

2018

Mar 20, 2019

$15B

$14B

448

210

n/a

2017

Mar 23, 2018

$12B

290

150

n/a

2016

Mar 8, 2017

$8.8B

$8.6B

260

129

n/a

2015

Mar 29, 2016

$7.3B

$7.1B

240

100

n/a

2014

Mar 30, 2015

$6.6B

$6.5B

200

n/a

2013

Mar 28, 2014

$5.6B

$5.4B

150

n/a

2012

Mar 26, 2013

$4.1B

$3.9B

140

n/a

2011

Mar 30, 2012

$2.8B

$2.7B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$30B

$22B

33.7%

$19B

15.9%

645

584

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOCUS ADVISOR SOLUTIONS, LLC

Nov 14, 2024

Dec 17, 2021

ST LOUIS, MO

Team lift out

RIA to RIA

1.5%

FOCUS ADVISOR SOLUTIONS, LLC

Jun 28, 2024

Apr 11, 2024

ST LOUIS, MO

Team lift out

RIA to RIA

4.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOCUS ADVISOR SOLUTIONS, LLC

Jun 26, 2024

Dec 5, 2014

ST LOUIS, MO

Team lift out

RIA to RIA

7.7%

WASSERMAN WEALTH MANAGEMENT, LLC

Mar 27, 2024

FARMINGTON HILLS, MI

Firm absorbed

RIA to RIA

100.0%

LIFE PLAN FINANCIAL ADVISORY GROUP, LLC

Dec 13, 2023

ROCHESTER HILLS, MI

Firm absorbed

RIA to RIA

100.0%

BRIGGS ADVISORY GROUP, INC.

Dec 6, 2023

Dec 7, 2023

LINCOLN, RI

Firm absorbed

RIA to RIA

80.0%

MADISON WEALTH ADVISORS, LLC

Jul 28, 2023

LEES SUMMIT, MO

Team lift out

RIA to RIA

100.0%

HAUSMAN ADVISORS, LLC

May 31, 2023

HOOD RIVER, OR

Team lift out

RIA to RIA

100.0%

DAVIS FINANCIAL PLANNING

May 5, 2023

ASHEVILLE, NC

Team lift out

RIA to RIA

100.0%

CONVERGENT FINANCIAL STRATEGIES LLC

Feb 24, 2023

PLYMOUTH MEETING, PA

Team lift out

RIA to RIA

100.0%

OXFORD FINANCIAL PARTNERS

Feb 24, 2023

CINCINNATI, OH

Team lift out

RIA to RIA

66.7%

CLINTSMAN FINANCIAL PLANNING

Feb 1, 2023

Feb 2, 2023

SOUTHLAKE, TX

Firm absorbed

RIA to RIA

100.0%

DENTAL WEALTH ADVISORS, LLC

Oct 24, 2022

BELLEVUE, WA

Team lift out

RIA to RIA

100.0%

THE PLANNED APPROACH

Nov 30, 2021

Dec 1, 2021

KANSAS CITY, MO

Team lift out

RIA to RIA

100.0%

SIENA WEALTH ADVISORS

Oct 29, 2021

GRAND LEDGE, MI

Team lift out

RIA to RIA

100.0%

CAROLINA CAPITAL CONSULTING, INC.

Jul 26, 2021

CHARLOTTE, NC

Firm absorbed

RIA to RIA

100.0%

CONFLUENCE WEALTH MANAGEMENT LLC

Dec 23, 2020

PORTLAND, OR

Firm absorbed

RIA to RIA

80.0%

GREENCOURSE FINANCIAL ADVISORS, LLC

Oct 30, 2020

CHESTERFIELD, MO

Firm absorbed

RIA to RIA

100.0%

RNP ADVISORY SERVICES, INC.

Jul 1, 2020

MORGAN HILL, CA

Firm absorbed

RIA to RIA

100.0%

NOVA WEALTH MANAGEMENT GROUP, LLC

Mar 17, 2020

Mar 25, 2020

ATLANTA, GA

Firm absorbed

RIA to RIA

100.0%

HORNE WEALTH ADVISORS, LLC

Aug 15, 2019

RIDGELAND, MS

Team lift out

RIA to ibd

40.0%

HORNE WEALTH ADVISORS, LLC

Aug 15, 2019

Aug 28, 2019

JACKSON, TN

Firm absorbed

RIA to ibd

60.0%