Bauman Advisory Group LLC

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Assets, Funds, Holdings

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Bauman Advisory Group LLC
CRD #153061
SEC #801-131480
CIK #0002111802
AUM 206.4 M (2026-05-22)
Employees 19 (42% Investors, 0% Brokers)
Phone702-897-9997
Address10501 W Gowan Rd
Las Vegas, NV 89129
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
iShares Gold Trust Micro 8.9
Apple Inc 2.3
Costco Wholesale Corp /NEW 1.3
Wal Mart Stores Inc 1.2
ETFS Silver Trust 1.1
United Parcel Service Inc 1.0
Microsoft Corp 0.9
Nvidia Corp 0.8
Fidelity Wise Origin Bitcoin Fund 0.7
 
 
Holdings by Sector ($M)
15012090603002025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 447 125.7
(b) Individuals (high net worth individuals) 44 79.1
(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 1 1.5
(h) Charitable organizations 1 0.1
(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 1,043 206.4
By Discretionary
Discretionary 1,043 206.4
Non-Discretionary 0 0.0
Total 1,043 206.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 206.4
Total 1,043 206.4
EDGAR Form CIK 2011 - 2026
13F-HR [0002111802]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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