BAUCOM WEALTH MANAGEMENT LLC

Overview

Baucom Wealth Management LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients either a percentage of assets under management or fixed fees, and it appears to run a client-centered, fee-based advisory model rather than acting as a capital allocator or pension consultant. Advisory activity centers on planning and discretionary portfolio management, with a clear equity preference across client portfolios. Investment positioning tilts heavily toward liquid, exchange-traded instruments as the primary vehicle for market exposure, complemented by mutual funds and select allocations to alternative managers. The firm lists an industry affiliation with accountants, which suggests regular coordination with tax and accounting professionals in client engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices