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Kathryn Gilmore Stratton

Buckhead Capital Management, LLC

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About Kathryn Gilmore Stratton

Kathryn Gilmore Stratton is an Investment Advisor Representative with Buckhead Capital Management, LLC. Kathryn has been with Buckhead Capital Management, LLC since March 2007. Kathryn is registered with the state of Georgia and holds a Series 65 license. Kathryn has been in the industry for 24 years. Kathryn is a Chartered Financial Analyst.

Firm Information

Kathryn Stratton is currently registered with Buckhead Capital Management, LLC. Buckhead Capital Management, LLC is an investment advisor headquartered in Atlanta, GA. The firm manages approximately $3.92 billion in assets for a range of clients including high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Buckhead Capital Management specializes in providing financial planning and portfolio management services. They offer a wrap fee program for clients who prefer a comprehensive approach to managing their investments.
Buckhead Capital Management, LLC

3100 CUMBERLAND BOULEVARD

ATLANTA, GA 30339-5995

$3.92B

Assets Under Management

7

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kathryn Stratton’s Registration & Firm History

GA

07/26/2021 - Present

Buckhead Capital Management, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 08/20/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/1993

Series 3 - National Commodity Futures Examination

BC

Issued 03/28/1989

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn Gilmore Stratton.
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