$294.2M Total AUM
$293.0M Disc. AUM
10.6% 3Y CAGR
4 Employees
161 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Timber meridian
- Established Date
- 08-05-2005
- Office Locations
- 1
Office Locations
6065 Roswell RD Suite 980 Atlanta GA
About Baugh & Associates, LLC
Baugh & Associates, LLC is an Atlanta-area RIA providing financial planning and discretionary portfolio management for retirees, business owners and entrepreneurs. The firm emphasizes asset allocation and portfolio construction using ETFs and fixed income alongside mutual funds and annuities, with planning support across tax, estate, retirement and insurance needs. Primary custodian includes Charles Schwab.
Team overview
50 AVG AGE
$147.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
6.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
See the complete signal summary connected to north.
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Asset Classes
Matrix Eagle
Client Personas
Peak Atlas Timber bridge
Custodian
Horizon ember Bridge unison
Investment Themes
Eagle ridge
Investment Vehicles
Crest
Services
Legacy Ember Wave Eagle frontier Matrix matrix Oak Signal unison Optima prime Optima Ridge Harbor
Technology
Radial
Owner & Executives
LARRY JACK BAUGH
Investment Advisor, Owner, President
- CRD
- #4340364
- Ownership
- 50% but less than 75%
(701) 462-2168
north.timber@catalystcapital.com
in linkedin.com/in/atlas-fusion
Derek Hunter Baugh
Chief Compliance Officer, Owner
- CRD
- #7467360
- Ownership
- 25% but less than 50%
(599) 936-8706
pathway.frontier@wavecapital.com
in linkedin.com/in/north-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,969,218 | $709,369 |
| Non-Discretionary | $1,279,719 | $53,322 |
| Total | $294,248,937 | $673,339 |
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Separately Managed Accounts
Total SMA Asset: $294,248,937
Equity - Exchange:
40.7% Cash:
9.0% U.S. Government/Agency:
9.8% Other:
15.8% Municipal Bonds:
15.4% Public Funds:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,809,723,111 | 40.7% |
| Cash | $400,184,472 | 9.0% |
| U.S. Government/Agency | $435,756,425 | 9.8% |
| Other | $702,546,073 | 15.8% |
| Municipal Bonds | $684,760,096 | 15.4% |
| Public Funds | $413,523,954 | 9.3% |
| Total | $4,446,494,131 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON DELTA | OAK OPTIMA | UN10V1MTD | DNZPZ | 10.64% | $75,759,218 |
| CREST ZENITH MERIDIAN | SIGNAL VITAL | YPL7X0030 | LEFR | 9.58% | $25,140,364 |
| PRIME CATALYST | RIDGE MERIDIAN | ACJJLJI4C | OTYN | 7.25% | $10,406,519 |
| DELTA PATHWAY | ATLAS PATHWAY | GKMMCNR3S | ROGWN | 11.91% | $46,069,693 |
| CREST HARBOR INSIGHT | HORIZON MOMENTUM | TCRNVLTSH | LBJIJ | 8.51% | $32,675,038 |
| UNISON TIMBER | SIGNAL ELEMENT | 87BZW9QBC | USBY | 8.50% | $68,076,311 |
| FOCUS PIONEER VALUE | PRIME VECTOR | H89HQMQNI | LKYED | 10.75% | $106,451,894 |
| VERTEX FOUNDATION | INSIGHT MATRIX | RM60BNZIC | BGEC | 9.90% | $113,131,790 |