Chad Stephens
Buckhead Capital Management · Atlanta, Georgia
Chad Stephens is a fee-only financial advisor at Buckhead Capital Management in Atlanta, Georgia. Buckhead Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Buckhead Capital Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $5.76B across 365 accounts |
| SEC registration | Investment adviser representative in GA · CRD 2380635 |
| Exams passed | Series 63 (1997) · Series 65 (2021) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.buckheadcapital.com |
How Chad's firm compares
- Buckhead Capital Management's average account is about $15.8 million, from its Form ADV (assets managed divided by 365 accounts).
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Questions about Chad
Is Chad Stephens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Buckhead Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, Buckhead Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Chad Stephens based?
Chad Stephens is based in Atlanta, Georgia.
Is Chad Stephens registered with the SEC?
Yes. Chad Stephens is registered as an investment adviser representative in GA (CRD 2380635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Buckhead Capital Management manage?
Buckhead Capital Management reports $5.76B across 365 accounts in assets under management.
How do I contact Chad Stephens?
Through Chad's website, www.buckheadcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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