RIA Intel›Advisers›Missouri›BAGBY INVESTMENT CONSULTANTS, LLC

BAGBY INVESTMENT CONSULTANTS, LLC

Advisory

DEXTER, MO

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in MO

#330

of 342 advisers by AUM

Average account

$180K

across 259 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$47M

Discretionary AUM$17M

Non-Discretionary AUM$29M

Discretionary %37.1%

Total Clients147

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

147 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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