A complete list of active advisors currently associated with Buchanan Capital Management, LLC

Warmer can help you find a great advisor at Buchanan Capital Management, LLC or one who fits your needs even better.

Buchanan Capital Management provides ongoing portfolio management and written financial planning to individuals (including high‑net‑worth clients), businesses and charitable organizations, offering both discretionary and non‑discretionary services. The firm advises on a broad set of instruments — including stocks, bonds, ETFs, mutual funds, options and a range of alternative investments such as hedge funds, private placements, private equity, venture investments and real estate — and prepares written plans and periodic consultations. The adviser uses a mix of fundamental, technical, top‑down and bottom‑up analysis and relies on client fact‑finders and risk‑tolerance questionnaires to tailor strategies, with accounts reviewed regularly and rebalanced as needed. All portfolio management is provided directly by the firm (it does not engage third‑party asset managers), and it may employ options strategies and periodic rebalancing as part of portfolio construction. The firm’s principal is also a licensed independent insurance agent who receives commissions for insurance product sales, a conflict the brochure discloses and says is managed through supervisory procedures — a practice that is less common among similar independent advisers. Registered as an investment adviser in 2024, the firm operates with a small client base and modest assets under management but offers access to alternative investments and discloses that it does not vote client proxies, features that distinguish it from many peers.

To learn more about the advisors currently working at Buchanan Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.