CRD: 332763
Baucom Wealth Management LLC
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
3 Employees
20 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
101 W Goodwin AVE STE 1025 Victoria TX
About Baucom Wealth Management LLC
Baucom Wealth Management LLC is a Victoria-based RIA. The firm has been operating for 1 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Charitable Giving, Financial Planning, Investment Planning.
Team overview
34 AVG AGE
$5.3M AVG AUM / ADVISOR
$264.1K AVG AUM / CLIENT
1.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Vital Atlas eagle Harbor optima
Client Personas
Element beacon
Custodian
Glacier
Investment Themes
Bridge vital
Investment Vehicles
Bridge summit
Services
Pathway Optima eagle Frontier ember
Owner & Executives
Adam Heath Baucom
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #7324309
- Ownership
- 75% or more
(957) 650-3665
radial.eagle@radialcapital.com
in linkedin.com/in/zenith-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,282,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,282,670 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,282,670
Equity - Exchange:
42.8% Public Funds:
15.9% Cash:
41.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,844,222,232 | 42.8% |
| Public Funds | $1,056,615,268 | 15.9% |
| Cash | $2,744,541,546 | 41.3% |
| Total | $6,645,379,046 | 100.0% |