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Member and Chief Compliance Officer · Holm & Baucom Wealth Advisors, LLC

Conner R. Holm

CRD 7934204 · 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 Conner R. Holm on its Form ADV as Member and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Conner’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
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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

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