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WD

Walter E. Dupre

BUCKHEAD CAPITAL MANAGEMENT
Atlanta, GA 30339-5995
Some features on this profile are disabled
CRD#: 4374096
WD

Professional summary

Walter Eugene Dupre III is a registered financial advisor currently at BUCKHEAD CAPITAL MANAGEMENT, LLC located in Atlanta, Georgia.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Walter has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Eugene Dupre III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 5, 2004 - Present

BUCKHEAD CAPITAL MANAGEMENT, LLC

Office #1: 3100 Cumberland Boulevard Suite 1450, Atlanta, GA 30339-5995
RIA
CRD#: 110707
Atlanta, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BUCKHEAD CAPITAL MANAGEMENT, LLC
BCM PRIVATE WEALTH MANAGEMENT | BUCKHEAD CAPITAL MANAGEMENT, LLC

CRD#: 110707 / SEC#: 801-57810

RIA
Registered Investment Advisory firm - (8/9/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(2/5/2004)

Exams

Current Firm

BC
BUCKHEAD CAPITAL MANAGEMENT, LLC
BCM PRIVATE WEALTH MANAGEMENT | BUCKHEAD CAPITAL MANAGEMENT, LLC

CRD#: 110707 / SEC#: 801-57810

RIA
Registered Investment Advisory firm - (8/9/2000 Approved)
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Contact information

Main Address
3100 Cumberland Boulevard Suite 1450, Atlanta, GA 30339-5995
Mailing Address
Phone number
(404) 720-8800
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BUCKHEAD CAPITAL FORM ADV PART 2A 3.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts339
AUM (Assets Under Management)$ 5,171,178,018

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
05/08/2025
Cover Page
Report
08/14/2023
Cover Page
Report
10/20/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BUCKHEAD CAPITAL MANAGEMENT, LLC

CRD#: 110707Atlanta, GA 30339-5995

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