Buckley Investment Group LLC

Founded in 2003 and based in Washington, US, Buckley Investment Group, LLC was founded in John Buckley and operates as a provider of financial planning, wealth management, and retirement planning solutions. The company has USD 120 million in assets under management. In March 2026, Carson Group, a portfolio company of Bain Capital, fully acquired Buckley Investment Group, LLC. Financial terms were not disclosed.

The acquisition will broaden the company's financial advisory and planning offerings. Buckley Investment Group, LLC is a U. S. -based, SEC‑registered investment advisor providing investment advisory and financial planning services to individuals, families, trusts, and institutional clients.

The firm focuses on long‑term wealth management through discretionary portfolio management and integrated financial planning. Buckley Investment Group, LLC generates revenue primarily through ongoing, fee‑based investment advisory services, charging asset‑based management fees calculated as a percentage of clients’ assets under management, which represent the firm’s core and recurring revenue stream. Additional revenue is earned from financial planning services, provided either as standalone engagements or bundled with advisory relationships, with fees structured on a fixed or hourly basis depending on the scope. The March 2026 acquisition will broaden the company's financial advisory and planning offerings.