# Baughman Financial Group

Baughman Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://baughmanfinancial.com

## Regulatory record

- **CRD number:** 148649
- **SEC file number:** 801-69698
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148649

## About

BAUGHMAN FINANCIAL GROUP is an SEC-registered investment adviser in NOVATO, CA. The firm manages $76 million in regulatory assets, $73 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- John Baughman — Principal

## Questions

### Who runs investment decisions at Baughman Financial Group?

John Baughman serves as the principal of the office. The firm has not disclosed whether additional investment committee members, external advisors, or outsourced chief investment officer relationships support its decision-making framework.

### What is the firm's known posture on co-investments alongside external GPs?

Baughman Financial Group has not disclosed any co-investment activity. Many single-family offices participate in co-investments to reduce fees and gain direct exposure, but the firm's private posture leaves this unconfirmed.

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Last updated: 2026-07-06T01:24:12.183Z

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