RH BUCHANAN
R.H. BUCHANAN ASSET MANAGEMENT LLC Legal Name
Adviser information for RH BUCHANAN last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 53 | $165.2M |
| Non-Discretionary | 0 | $0 |
| Total | 53 | $165.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 12 | $4.1M |
| HNW Individuals | <5 | $1.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 12 | $119.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $527,901 |
| Other | 5 | $39.9M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-118012 |
|---|---|
| SEC ERA File Number | 801-118012 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166806 |
| Legal Entity Identifier | None |
Principal Office
420 L STSTE 305
ANCHORAGE
AK
United States
Monday - Friday, 8:00AM - 6:00PM
Tel: (907) 225-0833, Fax: None
Websites
Chief Compliance Officer
RYAN HAMBRICK BUCHANAN
MANAGING MEMBER
420 L ST
SUITE 305
ANCHORAGE
AK
United States
Tel:
(907) 225-0833
R*@*************M
(Full email address available in API data)
Industry Affiliates
| R.H. BUCHANAN INSURANCE LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BUCHANAN, RYAN, HAMBRICK | Individual | – | MANAGING MEMBER - CCO | 02/2013 | > 75% |