| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 02/28/2024 |
|
|
|
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 196,402,029 55% |
| of that, discretionary | 196,402,029 55% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 376,249 22% |
| % High Net Worth | 66.87% 25% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BAUER & COMPANY, LLC | Filing Date01/02/2026 | Form ADV-E View Report |
| Accounting Firm Name BAUER & COMPANY | Filing Date07/29/2024 | Form ADV-E View Report |
| Accounting Firm Name BAUER & COMPANY, LLC | Filing Date01/04/2024 | Form ADV-E View Report |