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BAUGH & ASSOCIATES, LLC
CRD 136342 · SEC 801-64569
6065 ROSWELL RD, SUITE 980, ATLANTA, GA, 30328, United States
Phone
404-256-0268
Fax
404-256-1154
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$294.2M
Discretionary AUM
$293.0M
Team
4 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $34.0M |
| High net worth individuals | 55 | $259.8M |
| Charitable organizations | 1 | $483K |
States served
GA
All web addresses on file
Official SEC filing: View on IAPD