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BUCKMAN ADVISORY GROUP LLC
CRD 131688File 801-63540
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$277.3M
Below cohort median (national)
Discretionary AUM
$277.3M
Clients
868
834 accounts
Employees
15
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 24, 2004
- Principal office
- 44 CHURCH STREET, LITTLE SILVER, NJ, 07739
- Phone
- (732) 530-0303
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $277.3M
- Discretionary AUM
- $277.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 834
- Non-discretionary accounts
- 0
- Total accounts
- 834
- AUM per client
- $319K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $24.2M |
| Charitable organizations | 6 | $2.9M |
| High net worth individuals | 255 | $144.3M |
| Pension and profit sharing plans | 13 | $7.8M |
| Individuals (other than high net worth individuals) | 589 | $98.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 13 | 15 | increased by2 |
| May 1, 2026 | Clients | 834 | 868 | increased by34 |
| May 1, 2026 | AUM | $236,142,403 | $277,300,828 | increased by$41,158,425 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 13 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 850 | 834 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $214,944,747 | $236,142,403 | increased by$21,197,656 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 851 | 834 | decreased by17 |
| Jul 1, 2022 | Employees | 21 | 20 | decreased by1 |
| Jul 1, 2022 | Clients | 1,063 | 850 | decreased by213 |
| Jul 1, 2022 | AUM | $228,433,871 | $214,944,747 | decreased by$13,489,124 |
| Jul 1, 2022 | Accounts | 1,063 | 851 | decreased by212 |
| Jul 1, 2021 | Clients | 933 | 1,063 | increased by130 |
| Jul 1, 2021 | AUM | $154,622,529 | $228,433,871 | increased by$73,811,342 |
| Jul 1, 2021 | Accounts | 933 | 1,063 | increased by130 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BUCKMAN ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BUCKMAN ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.