Buckhead Capital Management LLC
Buckhead Capital Management, LLC is a privately owned investment management firm headquartered in Atlanta, Georgia. Founded in 1994, the firm specializes in investing in publicly traded equity and fixed income securities, serving a variety of clients including individuals, trusts, estates, charitable organizations, endowments, professional and religious organizations, corporations, pension and profit-sharing plans, state and municipal government entities, insurance companies, and registered investment advisers. As of 2025, the firm employs approximately 13 professionals and is 100% owned by Walter DuPre and John Swanson.
Investment Strategy
Buckhead Capital Management employs a fundamentally-driven, value-oriented investment philosophy focused on identifying and investing in high-quality, publicly traded equity and fixed income securities. The firm manages client portfolios with a rigorous research process, seeking attractive risk-adjusted returns. Buckhead Capital serves both individual and institutional clients, including a substantial allocation to charitable organizations and governmental entities. The firm provides both discretionary and non-discretionary portfolio management, utilizing a disciplined, long-term approach in both equities and fixed income markets. Additionally, Buckhead Capital participates in wrap fee and model portfolio programs, aggregating client orders to pursue best execution.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.54% | $15.2M | 29,439 | $58.65 | $517.95 | +$913.1K |
A AAPL | APPLE INC | 4.79% | $13.2M | 51,733 | $31.04 | $254.63 | +$1.5M |
H HD | HOME DEPOT INC | 3.48% | $9.6M | 23,637 | $148.45 | $405.19 | +$905.7K |
G GOOGL | ALPHABET INC | 2.89% | $7.9M | 32,691 | $125.32 | $243.10 | +$2.2M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.35% | $6.5M | 12,838 | $205.39 | $502.74 | +$279.6K |