LITTLE SILVER, NJCRD 131688Latest ADV April 7, 2026
Buckman Advisory Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Little Silver, NJ. Its latest Form ADV filing, dated April 7, 2026, reports $277M in regulatory assets under management, 15 employees, 1 office, and 834 accounts.
Assets Under Management
$277M
Employees
15
Offices
1 office
Total Clients
868
Primary office
LITTLE SILVER, NJ
44 CHURCH STREET, LITTLE SILVER, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.9% of total clients.
Top client categories% of clientsClients
1
Individuals
67.9%
589
2
HNWI
29.4%
255
3
Pension Plans
1.5%
13
4
Charitable
0.7%
6
5
Corporations
0.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$277Mas of April 7, 2026
Discretionary100.0%
$277M
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$277M
Total Accounts834
10Y AUM Change+$99M (+55.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee58:1
10Y Employee Change-8 (-34.8%)
* 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.