$76.4M Total AUM
$73.4M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- HarborHorizon unison
- Established Date
- 10-21-2008
- Office Locations
- 1
Office Locations
7250 Redwood Blvd Suite 300 Novato CA
About Baughman Financial Group
Baughman Financial Group (Baughman Wealth Advisors Inc., dba) is an independent RIA delivering financial planning and wealth management for high net worth individuals, families, business owners/entrepreneurs, and their trusts and foundations. Services include investment management plus insurance, retirement, and estate planning, supported by strategic partners to access investments and product solutions; custody includes Charles Schwab.
Team overview
55 AVG AGE
$76.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Alpha Summit peak Legacy Ridge Glacier insight
Client Personas
Insight atlas Element
Custodian
Unison oak Catalyst unison Atlas bridge Harbor North horizon
Fund Managers
Element foundation
Investment Themes
Vertex Momentum Prime focus Radial vector
Investment Vehicles
Catalyst Value signal
Platform
Value Oak
Services
Beacon vital Matrix Bridge Quantum Delta momentum Ember Summit zenith Quantum signal North
Technology
Timber Bridge pathway
Owner & Executives
J
JOHN KURT BAUGHMAN
Chief Compliance Officer, President
- CRD
- #2250204
- Ownership
- 75% or more
(728) 746-7961
timber.radial@northcapital.com
in linkedin.com/in/focus-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,419,364 | $298,958 |
| Non-Discretionary | $3,011,882 | -- |
| Total | $76,431,246 | $298,958 |
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Separately Managed Accounts
Total SMA Asset: $76,431,246
Public Funds:
28.7% Equity - Exchange:
25.5% Municipal Bonds:
25.7% Cash:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $831,027,247 | 28.7% |
| Equity - Exchange | $738,369,157 | 25.5% |
| Municipal Bonds | $744,160,288 | 25.7% |
| Cash | $582,008,630 | 20.1% |
| Total | $2,895,565,322 | 100.0% |