AdvisorRanked
95
Clean

BUCKEYE-PACIFIC

4850 TAMIAMI TRAIL NORTH, NAPLES, FL 34103
Fiduciaryfee-onlySEC Registered
312-858-1670 www.twinlakefunds.com CRD #311553
$225M
Assets Managed
3
Clients
3
Employees
5
Years Active
since 2021

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 5 years.

Firm Details

Legal NameBUCKEYE-PACIFIC
CRD Number#311553
SEC RegisteredYes
Registration Date2021-01-04
States RegisteredFL
Assets Under Management$225M
Number of Clients3
Employees3
Compensation Typefee-only
Last ADV Filing46111

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Frequently Asked Questions

Is BUCKEYE-PACIFIC a fiduciary?

Yes. BUCKEYE-PACIFIC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does BUCKEYE-PACIFIC charge clients?

BUCKEYE-PACIFIC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does BUCKEYE-PACIFIC have any complaints?

No. BUCKEYE-PACIFIC has zero complaints or disciplinary actions on file with the SEC or FINRA across 5 years of operation.

How does BUCKEYE-PACIFIC compare to other advisors in NAPLES?

BUCKEYE-PACIFIC has a Red Flag Score of 95/100. There are 36 registered advisory firms in NAPLES. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.