Buckingham Capital Management, Inc.

Buckingham Capital Management, Inc. (CRD# 117984) is a financial advisory firm headquartered in Dayton, OH. They manage $410,600,000 in 2,857 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • Total Number of Accounts
    2,857
    ACCOUNTS
  • Average Account Value
    $143,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, GA, IL, IN, KY, LA, MI, NC, NH, OH, TN, TX, VA

Financial Advisors at Buckingham Capital Management, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Ryan P. Johnson
CRD#: 4605479
6856 Loop Road, Dayton, OH 45459
96
Wealthminder
score

Ryan Johnson (CRD# 4605479) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 13 years of experience in the finance industry. Ryan Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Linda S. Parenti
CRD#: 1491207
6856 Loop Road, Dayton, OH 45459
96
Wealthminder
score

Linda Parenti (CRD# 1491207) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 18 years of experience in the finance industry.

3
Kevin L. Tucholski
CRD#: 2206584
6856 Loop Road, Dayton, OH 45459
96
Wealthminder
score

Kevin Tucholski (CRD# 2206584) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 25 years of experience in the finance industry. Kevin Tucholski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeff H. Groezinger
CRD#: 3060679
6856 Loop Road, Dayton, OH 45459
93
Wealthminder
score

Jeff Groezinger (CRD# 3060679) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 19 years of experience in the finance industry.

5
Gerald V. Krach
CRD#: 2445544
6856 Loop Road, Dayton, OH 45459
93
Wealthminder
score

Gerald Krach (CRD# 2445544) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 20 years of experience in the finance industry.

6
Neal Davis
CRD#: 5008386
6856 Loop Road, Dayton, OH 45459
90
Wealthminder
score

Neal Davis (CRD# 5008386) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 5 years of experience in the finance industry.

7
Brad T. Gregory
CRD#: 6604216
6856 Loop Road, Dayton, OH 45459
87
Wealthminder
score

Brad Gregory (CRD# 6604216) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has 1 year of experience in the finance industry.

8
Adam R. Schaffer
CRD#: 6465438
6856 Loop Road, Dayton, OH 45459
87
Wealthminder
score

Adam Schaffer (CRD# 6465438) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 2 years of experience in the finance industry.

9
Timothy L. Whetro
CRD#: 1845826
6856 Loop Road, Dayton, OH 45459
86
Wealthminder
score

Timothy Whetro (CRD# 1845826) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 18 years of experience in the finance industry. Timothy Whetro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Pamela E. Nelsen
CRD#: 1713146
6856 Loop Road, Dayton, OH 45459
83
Wealthminder
score

Pamela Nelsen (CRD# 1713146) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 29 years of experience in the finance industry.

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