Baucom Wealth Management LLC

Overview

Baucom Wealth Management LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management and fixed fees. It does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. Their advisory activity focuses on direct wealth management and planning rather than institutional consulting or related-adviser networks. Industry affiliations reported include relationships with another investment adviser and an accountant, which suggests coordination with outside professionals when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices