BAUGH & ASSOCIATES, LLC
CRD #136342 SEC #801-64569 ATLANTA, GA 404-256-0268
SEC Registered
Total AUM
$264.3M
Discretionary
$264.3M
Employees
3
Clients
25
Accounts
432
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $264.3M | $264.3M | $2.3K | 3 | 0 |
| Mar 2024 | $250.5M | $250.5M | $850 | 3 | 0 |
| Mar 2023 | $217.7M | $217.7M | $716 | 2 | 0 |
| Dec 2022 | $216.6M | $216.6M | $1.1K | 2 | 0 |
| Mar 2022 | $216.6M | $216.6M | $1.1K | 2 | 0 |
| Mar 2021 | $197.5M | $197.5M | $3.7K | 2 | 0 |
| Jun 2020 | $183.3M | $183.3M | $7.6K | 2 | 0 |
| Mar 2020 | $183.3M | $183.3M | $7.6K | 2 | 0 |
| Aug 2019 | $153.2M | $153.2M | $907 | 2 | 0 |
| Mar 2019 | $153.2M | $153.2M | $907 | 2 | 0 |
| Mar 2018 | $163.5M | $158.4M | $5.1M | 2 | 0 |
| Mar 2017 | $148M | $148M | $0 | 2 | 130 |
| Oct 2016 | $130M | $130M | $0 | 2 | 130 |
| Mar 2016 | $130M | $130M | $0 | 2 | 130 |
| Mar 2015 | $130M | $130M | $0 | 2 | 130 |
| Mar 2014 | $121M | $121M | $0 | 2 | 125 |
| Mar 2013 | $108M | $108M | $0 | 2 | 125 |
| Mar 2012 | $93.6M | $93.6M | $0 | 1 | 125 |
| Mar 2011 | $88M | $88M | $0 | 5 | -- |
| Mar 2010 | $75M | $75M | $0 | 5 | -- |
| Mar 2009 | $45M | $45M | $0 | 5 | -- |
| Mar 2008 | $76M | $76M | $0 | 5 | -- |
| Apr 2007 | $79M | $79M | $0 | 5 | -- |
| Mar 2006 | $74M | $74M | $0 | 5 | -- |
DateMar 2025
Total AUM$264.3M
Discretionary$264.3M
Non-Disc.$2.3K
Employees3
Clients0
DateMar 2024
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$850
Employees3
Clients0
DateMar 2023
Total AUM$217.7M
Discretionary$217.7M
Non-Disc.$716
Employees2
Clients0
DateDec 2022
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$1.1K
Employees2
Clients0
DateMar 2022
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$1.1K
Employees2
Clients0
DateMar 2021
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$3.7K
Employees2
Clients0
DateJun 2020
Total AUM$183.3M
Discretionary$183.3M
Non-Disc.$7.6K
Employees2
Clients0
DateMar 2020
Total AUM$183.3M
Discretionary$183.3M
Non-Disc.$7.6K
Employees2
Clients0
DateAug 2019
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$907
Employees2
Clients0
DateMar 2019
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$907
Employees2
Clients0
DateMar 2018
Total AUM$163.5M
Discretionary$158.4M
Non-Disc.$5.1M
Employees2
Clients0
DateMar 2017
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees2
Clients130
DateOct 2016
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients130
DateMar 2016
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients130
DateMar 2015
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients130
DateMar 2014
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees2
Clients125
DateMar 2013
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees2
Clients125
DateMar 2012
Total AUM$93.6M
Discretionary$93.6M
Non-Disc.$0
Employees1
Clients125
DateMar 2011
Total AUM$88M
Discretionary$88M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees5
Clients--