Holm & Baucom Wealth Advisors, LLC
RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
4
Firm details
- Headquarters
- Victoria, Texas
- CRD number
- 343838
- Registered since
- September 18, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Adam Baucom
Managing Member And Chief Compliance OfficerCRD 7324309
Contacts
3 of 3Paul Holm
Investment Advisor Representative, Registered RepresentativeCRD 2764410
Conner Holm
Registered RepresentativeCRD 7934204
Brendan Holm
CRD 8322989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Victoria, TX
Victoria
Location
Victoria, TX
Headquartered in Victoria, TX, anchoring the Victoria-Port Lavaca, TX metro in the South.
- Metro area
- Victoria-Port Lavaca, TX
- Region
- South
- County
- Victoria
- Address
- 101 W Goodwin Ave
- Time zone
- CT (UTC-6)
- Office locations
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