Adam Baucom
Investment adviser representative at Holm & Baucom Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Holm & Baucom Wealth Advisors, LLCSep 2026 to now
- Baucom Wealth Management LLCAug 2024 to now
- Baucom & Associates, PllcMay 2022 to now
- Avantax Advisory ServicesJul 2023 to Aug 2024
- Kmh Wealth Management, LLCJul 2021 to May 2022
- Keller & Associates Cpas, PllcJun 2019 to May 2022
- Harrison, Waldrop & Uherek, LLPJan 2017 to Jun 2019
- Energy Reserves Group, LLCMar 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Holm & Baucom Wealth Advisors, LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7324309
- Firm CRD
- 343838