BAUGHMAN FINANCIAL GROUP

Overview

Baughman Financial Group is an independent registered investment adviser that serves individual and family clients with a mix of discretionary portfolio management and financial planning. The firm operates as a capital allocator, directing client capital into third‑party managers and pooled vehicles as well as traditional public funds. Advisory services include portfolio management for individuals, small businesses and institutions, selection of outside advisers, and educational seminars. The firm also functions as an insurance broker and charges fees via a combination of percentage of AUM, hourly fees and commissions. Investment practice centers on public funds and mutual funds as the primary building blocks of client portfolios, with most client relationships managed on a discretionary basis. The firm does not identify itself as an active ESG investor and is not focused on multi‑state adviser activity. As an allocator, Baughman Financial Group supplements public market exposure with alternative allocations in real assets and energy‑related strategies and uses annuity products where appropriate to address income and insurance needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices