Holm & Baucom Wealth Advisors, LLC

Overview

Holm & Baucom Wealth Advisors, LLC is a newly formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm presents itself as a capital allocator and charges clients on a percentage-of-assets-under-management basis. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm is not flagged as an active ESG investor and is not designated as a multi-state adviser. Industry affiliations listed include another investment adviser, an accountant, and a law firm.

Assets & Accounts

Location & Offices