Clients
Prime Buchholz serves 243 clients, 29 of them high-net-worth individuals. The average client has about $58 million with the firm, and high-net-worth clients hold 19% of its $14.1 billion in assets.
- High-net-worth individuals29 clients19%
- Charitable organizations206 clients79%
- OtherPension and profit-sharing plans, Insurance companies2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 29 | $2,690,356,861 | 19.1% | $92.8M |
| Pension and profit-sharing plans | 2 | $154,389,138 | 1.1% | $77.2M |
| Charitable organizations | 206 | $11,158,674,710 | 79.3% | $54.2M |
| Insurance companies | 4 | $63,809,393 | 0.5% | $16.0M |
| Corporations and other businesses | 2 | $0 | 0.0% | $0 |
| Total | 243 | $14,067,230,102 | 100% | $57.9M |
- Clients
- 29
- Regulatory AUM
- $2,690,356,861
- Share
- 19.1%
- Avg. per client
- $92.8M
- Clients
- 2
- Regulatory AUM
- $154,389,138
- Share
- 1.1%
- Avg. per client
- $77.2M
- Clients
- 206
- Regulatory AUM
- $11,158,674,710
- Share
- 79.3%
- Avg. per client
- $54.2M
- Clients
- 4
- Regulatory AUM
- $63,809,393
- Share
- 0.5%
- Avg. per client
- $16.0M
- Clients
- 2
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 243
- Regulatory AUM
- $14,067,230,102
- Share
- 100%
- Avg. per client
- $57.9M
What it does
Prime Buchholz provides portfolio management for individuals and small businesses, pension consulting, selecting other managers and other activities. It is paid through a percentage of assets, fixed fees and other arrangements.
Prime Buchholz provided financial planning to 0 clients last fiscal year and advises no private funds.
39.4% of assets ($5.54B across 39 accounts) are managed with discretion; $8.53B across 46 accounts are not. 0% of clients are outside the U.S., and 158 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks7%
- Funds90%
- Registered funds53%
- Pooled vehicles37%
- Bonds3%
Custodians
Prime Buchholz’s client accounts are held mainly at U.S. Bank Institutional Trust and Custody, with 51% of managed assets, and Charles Schwab, with 11%. Prime Buchholz has custody of $14.07B for 85 clients.
- U.S. Bank Institutional Trust and CustodyU.S. Bank Institutional Trust and Custody · Philadelphia, PA · $7.18B51%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.54B11%
- Wilmington Trust, N.A.Wilmington Trust, N.A. · Buffalo, NY · $1.53B11%
- All other custodians$3.82B27%
Ownership and leadership
William McCarron owns 25% to 50% of Prime Buchholz.
- Owns 25% to 50% of Prime Buchholz LLC
William McCarron
Control person · since January 1990
- Owns 10% to 25% of Prime Buchholz LLC
Gregory Desisto
since July 2024
- Owns 10% to 25% of Prime Buchholz LLC
Gregory Johnson
Control person · since December 2004
Leadership
- Gregory JohnsonVice President, Manager
- William McCarronPresident, Manager
- Jeffrey BrownChief Financial Officer
- Christopher ReganChief Operating Officer
- Brian VandelinderChief Compliance Officer
- Pamela HochstadtSenior Director - Research, Manager
- Timothy JarryTreasurer
- Ryan OquinnSenior Consultant, Manager
- Daniel RicciHead of Information Systems, Manager
- Gregory DesistoSenior Consultant
Staff
- 127 employees
- 69 in advisory functions
Reported holdings
Prime Buchholz’s reported 13F holdings total $277.4M across 40 positions, and the ten largest make up 69.3% of it.
- $277.4M
- Reported 13F value
- 40
- Positions
- 69.3%
- In the 10 largest
- +45.0%
- Value vs. prior quarter
- Blackrock · iShares MSCI Emerging Markets Ex China ETF11.0%
- The Vanguard Group · Vanguard FTSE Developed Markets ETF10.8%
- The Vanguard Group · Vanguard Esg International Stock ETF9.4%
- The Vanguard Group · Vanguard Extended Market ETF8.3%
- The Vanguard Group · Vanguard Total International Stock ETF7.8%
- The Vanguard Group · Vanguard Esg U.S. Stock6.5%
- The Vanguard Group · Vanguard FTSE Emerging Markets ETF5.0%
- The Vanguard Group · Vanguard Russell 1000 Growth ETF Fund3.7%
- Blackrock · iShares 0-5 Year Tips Bond ETF3.5%
- The Vanguard Group · Vanguard Russell 1000 Value ETF Fund3.2%
Together, the ten largest are 69.3% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $277.4M is not its $14.07B in regulatory assets and does not represent any individual client's portfolio.
Fees
Prime Buchholz is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.
Prime Buchholz’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Prime Buchholz has 2 offices, with 3 listed addresses across 3 states.
Georgia · 1 listed address
- 3715 Northside Parkway, Building 100-Suite 500, Atlanta
Massachusetts · 1 listed address
- 99 High Street, 22nd Floor, Boston
New Hampshire · 1 listed address
- 273 Corporate Drive, Suite 250, PortsmouthHQ
Registration details
- Legal name
- Prime Buchholz LLC
- Headquarters
- 273 Corporate Drive, Suite 250, Portsmouth, NH 03801
- Phone
- 603-433-1143
- Website
- www.primebuchholz.com
- SEC file
- 801-37429
- Structure
- New Hampshire LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Prime Buchholz have?
Prime Buchholz has 243 clients and manages $14.1 billion for them, as of September 2026. They include 206 charitable organizations, 29 high-net-worth individuals and 4 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026
What services does Prime Buchholz offer?
Prime Buchholz provides portfolio management for individuals and small businesses, pension consulting, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Prime Buchholz use?
Prime Buchholz’s separately managed account assets are held at U.S. Bank Institutional Trust and Custody (Philadelphia, PA), with $7,178,204,791, Charles Schwab & Co., Inc. (Westlake, TX), with $1,536,823,517 and Wilmington Trust, N.A. (Buffalo, NY), with $1,533,343,047. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 September 2026
How many financial advisors does Prime Buchholz have?
Prime Buchholz has 0 investment adviser representatives registered with state securities authorities, out of 127 employees, and 69 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Prime Buchholz invest in?
At the end of its last fiscal year, Prime Buchholz’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 37% pooled vehicles (private funds and similar), 7% exchange-traded equities and 3% U.S. government and agency bonds. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Prime Buchholz?
Prime Buchholz’s direct owners are William McCarron, Gregory Desisto and Gregory Johnson, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 September 2026
How does Prime Buchholz get paid?
Prime Buchholz is paid through a percentage of assets under management, fixed fees and other arrangements. 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