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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

BUCKHORN CAPITAL MANAGEMENT LLC

CRD 108457

CHARLOTTE, NC

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:851dcd37-9ece-5c3b-a7c9-2a0d0b6d4a2a

Data as of Oct 29, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Feb 27, 2012 to Oct 29, 2013
5 observations

Across DFX

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.

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: $52.2MItem 5.F on the latest filing (2013-10-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $50.8M
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: 0
Employees: 3
Advisory employees: 2
Accounts: 252
SEC number: 801-78771
CRD: 108457
Filings on the tape: 5
First filed: Feb 27, 2012
Latest filed: Oct 29, 2013
Organised: Limited Liability Company, North Carolina

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
CHARLOTTE ASSET MANAGEMENT GROUP	Member	C	yes	05/2009	Oct 29, 2013	Oct 29, 2013
EVANS, LEILA, TARATUS	ELECTED MANAGER	F	yes	05/2009	Oct 29, 2013	Oct 29, 2013
MAY, BERT, DEEMS	ELECTED MANAGER	F	yes	05/2009	Oct 29, 2013	Oct 29, 2013
SMITH, CHRISTOPHER, ROBERT	ELECTED MANAGER	F	yes	05/2009	Oct 29, 2013	Oct 29, 2013
SOLAMERE ADVISORS	Member	E	yes	10/2013	Oct 29, 2013	Oct 29, 2013
SOLAMERE GROUP, LLC	Member	D	yes	05/2009	Oct 29, 2013	Oct 29, 2013
WAY, WINSTON, WINFIELD	CHIEF COMPLIANCE OFFICER/ PRESIDENT	Na	yes	10/2004	Feb 27, 2012	Oct 29, 2013
WILSON, STEPHEN, EDWARD	ELECTED MANAGER	F	yes	05/2009	Oct 29, 2013	Oct 29, 2013
CAMG SOLAMERE LLC	Member	C	no	05/2009	Oct 29, 2013	Oct 29, 2013

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
CAMG SOLAMERE MANAGEMENT, LLC	n/a	Former SEC adviser	$578M	Y	no	n/a

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
2011	Feb 27, 2012	$44.2M	$41.9M	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
2011	$52.2M	n/a	n/a	n/a	n/a	3	n/a	n/a	n/a

Relationships

Affiliated with (1)

→ QUEENS OAK ADVISORSRegistered adviserother investment adviser, control
factForm ADV

Controls (8)

← WAY, WINSTON, WINFIELDOwnerCHIEF COMPLIANCE OFFICER/ PRESIDENT, ownership code NA, individual
Feb 27, 2012 to presentfactForm ADV
← SOLAMERE ADVISORSOwnerMEMBER, ownership code E, domestic entity
Oct 29, 2013 to presentfactForm ADV
← WILSON, STEPHEN, EDWARDOwnerELECTED MANAGER, ownership code F, individual
Oct 29, 2013 to presentfactForm ADV
← EVANS, LEILA, TARATUSOwnerELECTED MANAGER, ownership code F, individual
Oct 29, 2013 to presentfactForm ADV
← MAY, BERT, DEEMSOwnerELECTED MANAGER, ownership code F, individual
Oct 29, 2013 to presentfactForm ADV
← SMITH, CHRISTOPHER, ROBERTOwnerELECTED MANAGER, ownership code F, individual
Oct 29, 2013 to presentfactForm ADV
← CHARLOTTE ASSET MANAGEMENT GROUPOwnerMEMBER, ownership code C, domestic entity
Oct 29, 2013 to presentfactForm ADV
← SOLAMERE GROUP, LLCOwnerMEMBER, ownership code D, domestic entity
Oct 29, 2013 to presentfactForm ADV

Owns (1)

← CAMG SOLAMERE LLCOwnerMEMBER, ownership code C, domestic entity
Oct 29, 2013 to presentfactForm ADV

Registered with (3)

← JOSEPH DAVID DAWKINSAdvisorregistration: previous registration
Feb 28, 2008 to Feb 24, 2011factForm ADV
← MARK STEPHEN THOMPSONAdvisorregistration: previous registration
Oct 4, 2004 to Feb 27, 2008factForm ADV
← MARIA ALICIA LUONIAdvisorregistration: previous registration
Sep 9, 2002 to Oct 22, 2002factForm ADV

Dated events

Occurred
Oct 29, 2013
First Form ADV filing
Buckhorn Capital Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:851dcd37-9ece-5c3b-a7c9-2a0d0b6d4a2a
First observed: Feb 27, 2012
Last observed: Oct 29, 2013 156 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.

BUCKHORN CAPITAL MANAGEMENT LLC

CRD 108457

CHARLOTTE, NC

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:851dcd37-9ece-5c3b-a7c9-2a0d0b6d4a2a

Data as of Oct 29, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:09 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHARLOTTE ASSET MANAGEMENT GROUP

Member

yes

05/2009

Oct 29, 2013

EVANS, LEILA, TARATUS

ELECTED MANAGER

yes

05/2009

Oct 29, 2013

MAY, BERT, DEEMS

ELECTED MANAGER

yes

05/2009

Oct 29, 2013

SMITH, CHRISTOPHER, ROBERT

ELECTED MANAGER

yes

05/2009

Oct 29, 2013

SOLAMERE ADVISORS

Member

yes

10/2013

Oct 29, 2013

SOLAMERE GROUP, LLC

Member

yes

05/2009

Oct 29, 2013

WAY, WINSTON, WINFIELD

CHIEF COMPLIANCE OFFICER/ PRESIDENT

yes

10/2004

Feb 27, 2012

Oct 29, 2013

WILSON, STEPHEN, EDWARD

ELECTED MANAGER

yes

05/2009

Oct 29, 2013

CAMG SOLAMERE LLC

Member

05/2009

Oct 29, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAMG SOLAMERE MANAGEMENT, LLC

n/a

Former SEC adviser

$578M

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Feb 27, 2012

$44.2M

$41.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$52.2M

n/a