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Member · Holm & Baucom Wealth Advisors, LLC

Brendan C. Holm

CRD 8322989 · Named on Form ADV at one SEC-registered adviser

At a glance

Holm & Baucom Wealth Advisors, LLC, an SEC-registered asset manager based in Victoria, TX with $0 in regulatory assets, lists Brendan C. Holm on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Brendan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Conner R. HolmMember and Chief Compliance Officer, Holm & Baucom Wealth Advisors, LLC
  • Adam H. BaucomMember, Holm & Baucom Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brendan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.