Buff Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,674,362
Clients
20
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$2,483,718
About
Buff Capital Management primarily serves individuals and families and also works with nonprofit organizations and retirement plans. The firm provides discretionary portfolio management and limited hourly financial consulting.
The firm's investment approach is value-oriented and long-term, emphasizing capital preservation and downside protection through diversified allocations to equities, high-quality bonds, ETFs, and occasional mutual funds. It establishes individualized investment plans that consider tax status and special circumstances, and it avoids margin, short selling, and option strategies while shifting toward cash or fixed income when equities appear overvalued.
Noteworthy features include a single, long-tenured chief investment decision maker who has led the firm since its founding and holds both CFP and CFA credentials; the firm manages roughly $50 million for a small number of client accounts, reflecting a concentrated client base. The firm does not vote proxies on clients’ behalf, does not accept third‑party sales compensation, and uses institutional services from a large custodian for trading and operational support, a relationship the firm discloses can create potential conflicts of interest.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $2,000,000: 1.0% $2,000,000 - $5,000,000: 0.8% $5,000,000 - $10,000,000: 0.4% $10,000,000+: 0.2%
Hourly basis for financial consulting services
Account minimum: $750,000
Main office location
Buff Capital Management, LLC
Newton MA, United States
Number of offices
1
Most active in
Buff Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")