Allen
Thuma

Buckingham Capital Management, Inc

CRD#6842031
Investment Advisor
in Dayton, OH

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About this Advisor

Allen Thuma is a financial advisor who works in Dayton, Ohio who has 5 years of relevant experience. Thuma works at Buckingham Capital Management, Inc. The advisor has gained experience at Buckingham & Company (Buckingham Capital Management), Mad River Local Schools and Family Video. Thuma maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Ohio. Buckingham Capital Management, Inc is an advisory firm based out of Dayton, OH. The investment advisory business has offices in three locations and a total of 16 people on staff. It manages $742 million in assets under management between its 3,047 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 3,047 customer accounts, 16% are held by high-net-worth individuals who have more than $1 million in assets. Buckingham Capital Management, Inc provides a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which service is provided. However, fees charged by Buckingham Capital Management, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6856 Loop Road
Dayton, OH 45459

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Buckingham Capital Management, Inc Brokerage Details

Total Assets Under Management

$741,910,812

OH Average: $2,106,341,625
Total Number of Employees

16

OH Average: 34
Total Number of Accounts

3,047

OH Average: 1,972
Average Account Size

$243,489

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Allen Thuma Work History

Allen has been registered as a financial advisor for 5 years.*

2015 - Present (9 years)

Buckingham & Company (Buckingham Capital Management)

2014 - 2015 (1 year)

Mad River Local Schools

2011 - 2015 (4 years)

Family Video

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Allen Thuma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Buckingham Capital Management, Inc

Allen Thuma
Dayton, OH
Linda Parenti
Dayton, OH
James Brown
Dayton, OH
Jeff Groezinger
Dayton, OH
Ryan Johnson
Dayton, OH
Pamela Nelsen
Dayton, OH
Gerald Krach
Dayton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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