Dale Buckner, Inc.
CRD 116342SEC# 801-110346Amarillo, TX
No longer SEC-registered. Dale Buckner, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$167.5M
Employees
3
Accounts
837
Location
Amarillo, TX
Dale Buckner, Inc. assets under management
Dale Buckner, Inc. operates as an SEC-registered investment adviser based in Amarillo, TX. It reports $167.5 million in regulatory assets under management and employs 3 people.
Dale Buckner, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Dewayne Hansen Control | Senior Vice President | Under 5% | 2018 |
| Dale Edward Buckner Control | President/Cco/Chairman Of The Board/Shareholder | Over 75% | 2006 |
Frequently asked questions
How much does Dale Buckner, Inc. manage?
Dale Buckner, Inc. reports $167.5 million in regulatory assets under management on its Form ADV.
How many employees does Dale Buckner, Inc. have?
Dale Buckner, Inc. reports 3 employees.
Where is Dale Buckner, Inc. located?
Dale Buckner, Inc. is based in Amarillo, TX.
Does Dale Buckner, Inc. disclose fund performance?
Dale Buckner, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 S. Polk, Suite 420, Amarillo, TX 79101 |
| Office hours | 8:30 a.m.-5:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$167.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$167.5Mregulatory AUM
Discretionary $158.9MNon-discretionary $8.6M