|
⚲
|
| Baugh & Associates LLC
✚
|
|
|---|---|
| CRD # | 136342 |
| SEC # | 801-64569 |
| CIK # | 0001730818 |
| AUM | $264.3 M (2025-03-14) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-256-0268 |
| Address | 6065 Roswell Rd Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.3 | ||
| Apple Inc | 12.6 | ||
| Costco Wholesale Corp /NEW | 9.9 | ||
| J P Morgan Chase & Co | 9.1 | ||
| Home Depot Inc | 8.8 | ||
| Wal Mart Stores Inc | 8.7 | ||
| Morgan Stanley | 8.6 | ||
| Lowes Companies Inc | 7.4 | ||
| AbbVie Inc | 7.4 | ||
| Abbott Laboratories | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 33.2 |
| (b) Individuals (high net worth individuals) | 52 | 230.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 432 | 264.3 |
| By Discretionary | ||
| Discretionary | 415 | 264.3 |
| Non-Discretionary | 17 | 0.0 |
| Total | 432 | 264.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.3 | |
| Total | 432 | 264.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730818] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ransom Advisory Ltd
✚
|
RI | 0.3 |
|
Professional Financial Management Inc
✚
|
MT | 0.3 |
|
The Yanker Group Inc
✚
|
MO | 0.3 |
|
Clientfirst Wealth Management LLC
✚
|
AR | 0.3 |
|
New England Research & Management Inc
✚
|
IL | 0.3 |
|
Wilson & Boucher Capital Management LLC
✚
|
0.3 | |
|
Lester Financial Group LLC
✚
|
IL | 0.3 |
|
Thoma Capital Management LLC
✚
|
MD | 0.3 |
|
LPFG LLC
✚
|
OH | 0.3 |
|
Royal Oak Financial Group
✚
|
OH | 0.3 |