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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 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

