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

BUCKEYE ADVISORS, LLC.

BUCKEYE ADVISORS,LLC, CRD 119812

LORAIN, OH

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:b2fa4229-a51c-194d-480f-95974ca8f609

Data as of Feb 6, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2011 to Feb 6, 2012
2 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: $26.4MItem 5.F on the latest filing (2012-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $25.9M
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
Accounts: 261
SEC number: 801-63582
CRD: 119812
Filings on the tape: 2
First filed: Dec 14, 2011
Latest filed: Feb 6, 2012
Organised: Limited Liability Company, Ohio

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
BAKER, EDWARD, JAMES	PARTNER/MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF EXECUTIVE OFFICER	B	yes	04/2000	Dec 14, 2011	Feb 6, 2012
BUCKEYE BANCSHARES, INC.	Partner	C	yes	01/2007	Dec 14, 2011	Feb 6, 2012
MORGAN, BRIAN, DEREK	PARTNER/MANAGING PRINCIPAL/CHIEF FINANCIAL OFFICER/CHIEF LEGAL OFFICER	B	yes	04/2000	Dec 14, 2011	Feb 6, 2012
THE CITIZENS BANKING COMPANY	Partner	C	yes	01/2007	Dec 14, 2011	Feb 6, 2012

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	Dec 14, 2011	$26.4M	$25.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	0	0	0	1

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	$26.4M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (4)

← BAKER, EDWARD, JAMESOwnerPARTNER/MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF EXECUTIVE OFFICER, ownership code B, individual
Dec 14, 2011 to presentfactForm ADV
← MORGAN, BRIAN, DEREKOwnerPARTNER/MANAGING PRINCIPAL/CHIEF FINANCIAL OFFICER/CHIEF LEGAL OFFICER, ownership code B, individual
Dec 14, 2011 to presentfactForm ADV
← BUCKEYE BANCSHARES, INC.OwnerPARTNER, ownership code C, domestic entity
Dec 14, 2011 to presentfactForm ADV
← THE CITIZENS BANKING COMPANYOwnerPARTNER, ownership code C, domestic entity
Dec 14, 2011 to presentfactForm ADV

Registered with (1)

← BRIAN DEREK MORGANAdvisorregistration: previous registration
May 26, 2000 to Oct 8, 2025factForm ADV

Dated events

Occurred
Oct 8, 2025
Advisor changed firm
Brian Derek Morgan left Buckeye Advisors, Llc. for Landing Point Financial Group (registered 2025-07-28)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2fa4229-a51c-194d-480f-95974ca8f609
First observed: Dec 14, 2011
Last observed: Feb 6, 2012 178 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.

BUCKEYE ADVISORS, LLC.

BUCKEYE ADVISORS,LLC, CRD 119812

LORAIN, OH

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:b2fa4229-a51c-194d-480f-95974ca8f609

Data as of Feb 6, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAKER, EDWARD, JAMES

PARTNER/MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF EXECUTIVE OFFICER

yes

04/2000

Dec 14, 2011

Feb 6, 2012

BUCKEYE BANCSHARES, INC.

Partner

yes

01/2007

Dec 14, 2011

Feb 6, 2012

MORGAN, BRIAN, DEREK

PARTNER/MANAGING PRINCIPAL/CHIEF FINANCIAL OFFICER/CHIEF LEGAL OFFICER

yes

04/2000

Dec 14, 2011

Feb 6, 2012

THE CITIZENS BANKING COMPANY

Partner

yes

01/2007

Dec 14, 2011

Feb 6, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Dec 14, 2011

$26.4M

$25.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

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

$26.4M

n/a