BUOYANT FINANCIAL

BUOYANT FINANCIAL is an SEC-registered investment adviser (CRD 289156). Regulatory assets under management: $27.9M.

Registration

• CRD: 289156
• Type: Registered investment adviser
• Phone: 704-756-0315
• Latest filing: 2026-01-28
• Regulatory AUM: $27.9M
• Discretionary AUM: $27.9M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289156 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search