Baugh & Associates, LLC
● SEC registered since 2005CRD 136342SEC# 801-64569Atlanta, GA
Reg. AUM
$294.2M
Employees
4
Accounts
437
Location
Atlanta, GA
About Baugh & Associates
Baugh & Associates is a fee-only registered investment adviser that puts clients' interests first across investments, retirement planning, asset allocation, business succession, and charitable giving. The firm has advised clients in that fiduciary model since 1977.
Summary based on the firm’s website.
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, monthlyOct '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$294.2Mregulatory AUM
Discretionary $293MNon-discretionary $1.3M