Baugh & Associates, LLC
● SEC registered since 2005CRD 136342SEC# 801-64569Atlanta, GA
Reg. AUM
$294.2M
Employees
4
Accounts
437
Location
Atlanta, GA
Baugh & Associates, LLC assets under management
Baugh & Associates, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2005. It reports $294.2 million in regulatory assets under management and employs 4 people.
Baugh & Associates, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Hunter Baugh Control | Owner/Chief Compliance Officer | 25-50% | 2022 |
| Larry Jack Baugh Control | Owner/President | 50-75% | 2005 |
Frequently asked questions
How much does Baugh & Associates, LLC manage?
Baugh & Associates, LLC reports $294.2 million in regulatory assets under management on its Form ADV.
How many employees does Baugh & Associates, LLC have?
Baugh & Associates, LLC reports 4 employees.
Where is Baugh & Associates, LLC located?
Baugh & Associates, LLC is based in Atlanta, GA and has been SEC-registered since 2005.
Does Baugh & Associates, LLC disclose fund performance?
Baugh & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6065 Roswell Rd, Suite 980, Atlanta, GA 30328 |
| Phone | 404-256-0268 |
| Fax | 404-256-1154 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$294.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$294.2Mregulatory AUM
Discretionary $293MNon-discretionary $1.3M