# Baucom Wealth Management LLC

> Baucom Wealth Management LLC is a state-registered investment advisory firm in Victoria, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 332763
- Filed as: BAUCOM WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Victoria, TX
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332763
- AdvisorCensus page: https://advisorcensus.com/firm/baucom-wealth-management-llc-victoria-tx-332763

## Quick answers

**How is Baucom Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Baucom Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Baucom Wealth Management LLC located?**
Baucom Wealth Management LLC's principal office is in Victoria, TX, according to its Form ADV.

**Is Baucom Wealth Management LLC registered with the SEC or a state?**
Baucom Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332763.

**How much does Baucom Wealth Management LLC manage?**
Baucom Wealth Management LLC reports $5,282,670 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does Baucom Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (6).

**Does Baucom Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332763

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,282,670
- Discretionary: $5,282,670
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $1,164,030 |
| High net worth individuals | 6 | $3,559,381 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $559,259 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baucomwealthmanagement.com
- Facebook @Baucom-Wealth
- LinkedIn @baucom-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baucom Wealth Management LLC (CRD 332763): Form ADV filing data as of October 2026.