Shaw & Baugh (Atlanta)

Shaw & Baugh is a large advisory firm based in Atlanta. It manages $69 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

Shaw & Baugh provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Shaw & Baugh: assets under management

The assets under management (AUM) of Shaw & Baugh is $69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $657.14 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Shaw & Baugh for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Shaw & Baugh

Shaw & Baugh is owned by Larry Jack Baugh. Jr William Henry Shaw joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larry Jack Baugh	Partner	1 Sep 1976	50% - 75%	4340364
Jr William Henry Shaw	Partner	1 Sep 1976	50% - 75%	4340374
Larry Jack Baugh	Owner	1 Jan 2005	75% - 100%	4340364

Based in Atlanta

The principal office where Shaw & Baugh performs its advisory services is located at 257 Mt Vernon Hwy Ne, Atlanta, GA 30328, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.