# Baugh Financial

> Baugh Financial is a state-registered investment advisory firm in Santa Rosa Beach, FL, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2023.

- CRD: 323833
- Filed as: BAUGH FINANCIAL
- Legal name: CBJB Inc.
- Registration: State-registered investment adviser (status as filed: CONDREST)
- Location: Santa Rosa Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 21, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323833
- AdvisorCensus page: https://advisorcensus.com/firm/baugh-financial-santa-rosa-beach-fl-323833

## Quick answers

**How is Baugh Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Baugh Financial reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Baugh Financial located?**
Baugh Financial's principal office is in Santa Rosa Beach, FL, according to its Form ADV.

**Is Baugh Financial registered with the SEC or a state?**
Baugh Financial is a state-registered investment advisory firm. Status as filed: CONDREST. CRD 323833.

**How much does Baugh Financial manage?**
Baugh Financial reports $0 in regulatory assets under management in its Form ADV filing dated March 21, 2023.

**Does Baugh Financial 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/323833

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

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

### Firm details
- Registered since: Not reported
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baughfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baugh Financial (CRD 323833): Form ADV filing data as of October 2026.