James
Brown

Buckingham Capital Management, Inc

CRD#7671684
Investment Advisor
in Dayton, OH

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About this Advisor

James Brown is a chartered financial analyst based out of Dayton, Ohio with 1 year of industry experience. Brown works at Buckingham Capital Management, Inc. During their career, Brown has held roles at Apex Capital Management/Fiera Capial and Buckingham Advisors. Brown can advise clients in Ohio. Buckingham Capital Management, Inc is a financial advisory business based out of Dayton, OH. The company has offices in three locations and a total of 16 people on staff. It controls $742 million in assets between its 3,047 client accounts, placing it among the bigger firms in the country by assets under management. The firm advises five charities and foundations. Of its 3,047 customer accounts, 16% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees billed by Buckingham Capital Management, Inc likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

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

James Brown Work History

James has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Buckingham Advisors

2005 - 2022 (17 years)

Apex Capital Management/Fiera Capial

*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 James Brown 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
Jeff Groezinger
Dayton, OH
James Brown
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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