BAGBY WEALTH MANAGEMENT

Overview

Bagby Wealth Management is an independent registered investment adviser that serves individual and family clients. The firm operates as a capital allocator, blending traditional mutual fund-based portfolios with third-party alternative fund managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, institutional or business accounts, and selection of sub-advisers. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. Bagby is not positioned as an active ESG investor and is organized as a domestic limited liability company. Investment activity centers on pooled public funds for core portfolio exposure and a deliberate allocation to external alternative managers for diversification and return enhancement. The firm maintains both discretionary and non-discretionary relationships with clients, which allows it to tailor implementation and oversight across a range of account types.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices