LOCUST VALLEY, NYCRD 126976Latest ADV February 25, 2026
Buckram Securities Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Locust Valley, NY. Its latest Form ADV filing, dated February 25, 2026, reports $117M in regulatory assets under management, 3 employees, and 173 accounts.
Assets Under Management
$117M
Employees
3
Offices
--
Total Clients
173
Primary office
LOCUST VALLEY, NY
168 FOREST AVENUE, SUITE 202, LOCUST VALLEY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.3% of total clients.
Top client categories% of clientsClients
1
Individuals
80.3%
139
2
HNWI
19.7%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of February 25, 2026
Discretionary100.0%
$117M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$117M
Total Accounts173
10Y AUM Change+$117M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee58:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.