Buckingham Capital Management, Inc

Investment Advisor
in Dayton, OH

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About this Advisor

Jeff Groezinger is a financial advisor based out of Dayton, Ohio with a total of 18 years of relevant experience. Groezinger works at Buckingham Capital Management, Inc. Over the course of their career, Groezinger has held roles at Buckingham Capital Management, Inc and Capital Investment Group, Inc. Groezinger has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Buckingham Capital Management, Inc is a financial advisory business that has its headquarters in Dayton, OH. It has offices in three locations and a total of 16 people on staff. It administers $742 million in total assets among its 3,047 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 3,047 client accounts, 16% belong to high-net-worth individuals who have at least $1 million in investable assets. Buckingham Capital Management, Inc offers a diverse range 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 are based on the type of services. However, fees billed by Buckingham Capital Management, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 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 45459-2159

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Buckingham Capital Management, Inc Brokerage Details

Total Assets Under Management


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


OH Average: 34
Total Number of Accounts


OH Average: 1,972
Average Account Size


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

Jeff Groezinger Work History

Jeff has been registered as a financial advisor for 18 years.*

2009 - Present (15 years)

Capital Investment Group, Inc

2005 - Present (19 years)

Buckingham Capital Management, Inc

*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.


Please visit the SEC profile of Jeff Groezinger 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

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