Buckeye Advisors,LLC (Lorain)

Name: Buckeye Advisors,LLC
Address: 105 Sheffield Center, Lorain, OH, 44055
Telephone: 440-233-7007

Buckeye Advisors,LLC is an adviser based in Lorain. It manages $26.4 million of regulatory assets for 261 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Ohio and Texas.

Buckeye Advisors provides financial planning services, portfolio management for individuals and small businesses, and tax and estate planning. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Buckeye Advisors: assets under management

The assets under management (AUM) of Buckeye Advisors,LLC is $26.4 million. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.9 million in discretionary accounts and $500 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Buckeye Advisors,LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Buckeye Advisors,LLC

The Citizens Banking Company joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Derek Morgan	Managing principal/chief financial officer/chief legal officer	1 Apr 2000	50% - 75%	4522615
Edward James Baker	Managing principal/chief compliance officer/chief operations officer/chief executive officer	1 Apr 2000	50% - 75%	4522609
The Citizens Banking Company	Partner	1 Jan 2007	25% - 50%	34-4204840
Inc. Buckeye Bancshares	Partner	1 Jan 2007	25% - 50%	34-1874549

Based in Lorain

The principal office where Buckeye Advisors,LLC performs its advisory services is located at 105 Sheffield Center, Lorain, OH 44055, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-233-7007 or by fax 440-233-7001. The normal business hours are 8:00 a.m. to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.buckeyeadvisors.com.