Buckram Securities provides portfolio management for individuals and small businesses.
Buckram Securities reports 173 clients. They include 139 individual clients and 34 high-net-worth individuals. Of its assets, 100.0% ($117M across 173 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $117M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 41% |
| High-net-worth individuals | 20% | 59% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 139 | $47.9M | 40.9% | $345K |
| High-net-worth individuals | 34 | $69.3M | 59.1% | $2.04M |
| Total | 173 | $117M | 100% | $678K |
- Clients
- 139
- Regulatory AUM
- $47.9M
- AUM share
- 40.9%
- Avg. per client
- $345K
- Clients
- 34
- Regulatory AUM
- $69.3M
- AUM share
- 59.1%
- Avg. per client
- $2.04M
Total
- Clients
- 173
- Regulatory AUM
- $117M
- AUM share
- 100%
- Avg. per client
- $678K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Buckram Securities charges 0.75%–1.00% a year for its Buckram Wealth Management Program. The fee is billed in arrears.
Fee details and sources
Peter Philip Debuona owns 75% or more of Buckram Securities. The leadership team of Buckram Securities includes President Peter Philip Debuona. It has 3 employees, 2 of them in advisory roles.
Leadership
- Peter Philip DebuonaPresident/CCO
- Jane Marie DebuonaFINOP
- Eric Matthew FilipponePrincipal
- Maria Ann RutterPrincipal
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Buckram Securities LTD
Peter Philip Debuona
Control person · since November 2004
Buckram Securities’ regulatory assets grew 1.9× from $62.2M (January 2021) to $117M (February 2026); clients rose from 118 to 173 and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $117M | 173 | 3 | 1 |
| April 2025 | $92.7M | 133 | 3 | 1 |
| February 2024 | $77.2M | 129 | 3 | 1 |
| July 2023 | $67.8M | 129 | 3 | 1 |
| January 2022 | $84.1M | 135 | 3 | 1 |
| January 2021 | $62.2M | 118 | 4 | 1 |
Besides its headquarters, Buckram Securities has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 168 Forest Avenue, Suite 202, Locust ValleyHQ
Contact and registration details
- Legal name
- Buckram Securities LTD
- Headquarters
- 168 Forest Avenue, Suite 202, Locust Valley, NY 11560
- Website
- Not reported
- Phone
- 516-759-7400
- SEC file
- 801-110136
- Structure
- Delaware corporation
- Fiscal year end
- December
Buckram Securities does not have custody of client assets.
At year end, Buckram Securities’ separately managed accounts were largely in funds (46%) and stocks (42%).
What the accounts hold
- Stocks42%
- Funds46%
- Bonds7%
- U.S. government and agency bonds5%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
How many clients does Buckram Securities have?
Buckram Securities has 173 clients and manages $117 million for them, as of February 2026. They include 139 individual clients and 34 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Buckram Securities offer?
Buckram Securities provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Buckram Securities charge?
Buckram Securities charges 0.75%–1.00% a year for its Buckram Wealth Management Program. The fee is billed in arrears.
Source: WRAP BROCHURE - FORM ADV PART 2A, filed 25 February 2026
How many financial advisors does Buckram Securities have?
Buckram Securities has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Buckram Securities invest in?
At the end of its last fiscal year, Buckram Securities’ separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 5% U.S. government and agency bonds, 5% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Buckram Securities?
Buckram Securities’ direct owner is Peter Philip Debuona (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Buckram Securities get paid?
Buckram Securities is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Buckram Securities?
Buckram Securities’ main office is at 168 Forest Avenue, Suite 202, Locust Valley, NY 11560. Its phone number is 516-759-7400.