Prime Buchholz LLC

Registered investment advisor · Portsmouth, New Hampshire · CRD #106455

Assets Under Management

$14.1B

Client Accounts

Employees

127

CRD Number

106455

Registration

SEC Registered

Custodian

U.s. Bank Institutional Trust And Custody, The Northern Trust Company, Wilmington Trust, N.a.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Prime Buchholz LLC

Prime Buchholz LLC is an independent, employee-owned investment advisory firm based in Portsmouth, New Hampshire. Founded in 1988 by former university CFOs Jon Prime and Jim Buchholz, the firm specializes in customized investment consulting for institutional and high-net-worth clients. With a focus on conflict-free advice, Prime Buchholz is an SEC-registered adviser managing $10.9 billion in regulatory assets and consulting on over $70.8 billion. The firm offers a range of services, including c

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

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Frequently Asked Questions

What is Prime Buchholz LLC's AUM?

Prime Buchholz LLC reports approximately $14.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Prime Buchholz LLC headquartered?

Prime Buchholz LLC is headquartered in Portsmouth, New Hampshire.

What is Prime Buchholz LLC's CRD number?

Prime Buchholz LLC's CRD number is 106455. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.