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| Baugh & Associates LLC
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|---|---|
| CRD # | 136342 |
| SEC # | 801-64569 |
| CIK # | 0001730818 |
| AUM | 294.2 M (2026-03-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-256-0268 |
| Address | 6065 Roswell Rd Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intel Corp | 16.6 | ||
| Apple Inc | 16.1 | ||
| Microsoft Corp | 13.6 | ||
| Morgan Stanley | 10.8 | ||
| J P Morgan Chase & Co | 9.6 | ||
| Wal Mart Stores Inc | 9.5 | ||
| AbbVie Inc | 9.4 | ||
| Costco Wholesale Corp /NEW | 8.8 | ||
| Home Depot Inc | 8.0 | ||
| Merck & Co Inc | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 34.0 |
| (b) Individuals (high net worth individuals) | 55 | 259.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 294.2 |
| By Discretionary | ||
| Discretionary | 413 | 293.0 |
| Non-Discretionary | 24 | 1.3 |
| Total | 437 | 294.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.2 | |
| Total | 437 | 294.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730818] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
MFA Wealth Services
✚
|
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|
Sempolinski William John
✚
|
MA | 292.0 M |
|
Long Island Wealth Management Inc
✚
|
NY | 291.7 M |