Adam Baucom
Baucom Wealth · Victoria, Texas
Adam Baucom is a fee-only financial advisor at Baucom Wealth in Victoria, Texas, who holds the CFP credential. Baucom Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Adam →
Facts
| Firm | Baucom Wealth |
|---|---|
| Based in | Victoria, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.3M across 55 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7324309 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.baucomwealthmanagement.com |
How Adam's firm compares
- Baucom Wealth's average account is about $96,000, from its Form ADV (assets managed divided by 55 accounts).
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
Is Adam Baucom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Baucom Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Baucom Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Baucom based?
Adam Baucom is based in Victoria, Texas.
What credentials does Adam Baucom hold?
Adam Baucom holds the CFP credential.
Is Adam Baucom registered with the SEC?
Yes. Adam Baucom is registered as an investment adviser representative in TX (CRD 7324309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baucom Wealth manage?
Baucom Wealth reports $5.3M across 55 accounts in assets under management.
How do I contact Adam Baucom?
Through Adam's website, www.baucomwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Victoria
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Baucom Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.