Buehler Capital Management LLC (Tucson)

Buehler Capital Management LLC is a large advisory firm based in Tucson. It manages $96 million of regulatory assets for 597 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona and Texas.

Buehler Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Buehler Capital Management: assets under management

The assets under management (AUM) of Buehler Capital Management LLC is $96 million. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $86 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $207.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $54.95 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Buehler Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Buehler Capital Management LLC

Buehler Capital Management LLC is owned by Robert Eugene Buehler. Nancy Jean Buehler joined the executive team most recently as the Owner.

Direct owners and executive officers

Based in Tucson

The principal office where Buehler Capital Management LLC performs its advisory services is located at 2810 North Swan Road, Suite 160, Tucson, AZ 85712, 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 520-529-2200 or by fax 520-529-1906. The normal business hours are 7:30 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at buehlercapital.com.

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