Investment adviser · CRD 166806
RH BUCHANAN
Investment adviser filing (IA)
R.H. BUCHANAN ASSET MANAGEMENT LLC
ANCHORAGE, AK, United States · Form ADV filed Mar 11, 2024
- Regulatory AUM
- $165M Form ADV · Item 5.F
- Client accounts
- 53 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 12 | $119,486,790 | 72.3% |
| Other clients | 5 | $39,851,658 | 24.1% |
| Individuals | 12 | $4,121,177 | 2.5% |
| High-net-worth individuals | Fewer than 5 | $1,181,049 | 0.7% |
| Corporations & businesses | Fewer than 5 | $527,901 | 0.3% |
Filing source
Form ADV 1837037 · Mar 11, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
420 L ST, STE 305ANCHORAGE, AK, 99501, United States
CRD 166806
Filing source
Form ADV 1837037 · Mar 11, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.