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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 Aug 17, 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 typeClientsAUM
Other5$24.2M
Charitable organizations6$2.9M
High net worth individuals255$144.3M
Pension and profit sharing plans13$7.8M
Individuals (other than high net worth individuals)589$98.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.