This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$194MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$194M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$96.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

8

Private funds

1Schedule D 7.B(1)

Custody, client assets

$149M

SEC number

801-110484

CRD

268818

Filings on the tape

22

First filed

Apr 19, 2017

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, FL

Website

buckleycapitalpartners.com

• Occurred

  Apr 19, 2017
  First Form ADV filing

  Buckley Capital Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:82f4a3f2-311f-ecb4-614d-eb26667ff68c

First observed

Apr 19, 2017

Last observed

Mar 31, 2026 5 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.