BUCKHEAD CAPITAL MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	11
Investment Advisory/Research	10
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	10
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	300	$3.7B
Non-Discretionary	10	$193.6M
Total	310	$3.9B

Clients

Type	Number	RAUM
Individuals	112	$55.8M
HNW Individuals	147	$484.4M
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	6	$28.5M
Charitable organizations	24	$1.4B
State or municipal gov entities	14	$1.6B
Other investment advisers	0	$0
Insurance companies	<5	$2.2M
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	6	$344.5M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	7
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMFixed feesPerformance-based fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	5.2M
Both for Same	0

Portfolio Manager to Program	Sponsor
PERSHING ADVISOR SOLUTIONS	PERSHING LLC
ENVESTNET PMC	ENVESTNET.COM INC.

Identifiers

SEC RIA File Number	801-57810
SEC ERA File Number	801-57810
SEC CIK Numbers	1133999
SEC CRD Numbers	110707
Legal Entity Identifier	254900N108FHRGKCTB11

Principal Office

3100 CUMBERLAND BOULEVARD
SUITE 1450
ATLANTA
GA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic