Advisor at Buchanan Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buchanan Capital Management, LLC
Location
Oklahoma City, OK
Credentials
Series 66
Industry experience
14 years
Martin Buchanan is a financial advisor with Buchanan Capital Management, LLC in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. Prior to founding his current firm in 2020, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2014 to 2020. He serves as a board member of the Oklahoma Engineering Foundation and acts as a consultant and ambassador for an energy investment limited partnership. Buchanan Capital Management provides portfolio management and financial planning services to individuals, businesses, and charitable organizations. The firm offers discretionary and non-discretionary management across a range of asset classes and alternative investments, tailoring portfolios using fundamental, technical, top-down, and bottom-up analysis, with regular reviews and rebalancing.
Based on Buchanan Capital Management, LLC
Financial planning flat fee ranging from $1,200 to $2,400 depending on analysis required.
$0 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 1.08% annually $2,000,001 - $3,000,000: 0.96% annually $3,000,001 - $4,000,000: 0.84% annually $4,000,001 - $5,000,000: 0.72% annually $5,000,001+: 0.60% annually
$200.00 per hour for financial consultations without management or financial plan.
Fee-only: Portfolio management fees based on tiered AUM schedule as above; Financial planning flat fee $1,200 to $2,400; Financial consultations $200 per hour.
Oklahoma City, OK
Oklahoma
Buchanan Capital Management, LLC
2020 - Present (6 years)
Cambridge Investment Research Advisors, INC
2014 - 2020 (6 years)
Cambridge Investment Research, inc
2014 - 2020 (6 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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