RIA Intel›Advisers›Texas›BAUCOM WEALTH MANAGEMENT LLC

BAUCOM WEALTH MANAGEMENT LLC

Advisory

VICTORIA, TX

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in TX

#2,496

of 2,813 advisers by AUM

Average account

$96K

across 55 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

20 clients

6 high-net-worth

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

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