React Investment Solutions, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
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- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Michael Baugh | Chief Financial Officer And Chief Investment Officer | CFA | Aug 2009 (17y) | Less than 5% |
| Brent Charles Bunger | President | CFP | Aug 2009 (17y) | ≈ 18.75% – 50% via The Brent C. Bunger Revocable Trust |
| Lawson, Kim, Ann | Chief Operating Officer | Aug 2009 (17y) | Less than 5% | |
| Richard Evan Baer | Chief Executive Officer | CFP | Aug 2009 (17y) | Less than 5% |
| Elfenbein, Lonny, Scott | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Richard E. Baer Revocable Trust | Managing Member | Aug 2009 | A | 25% – 50% |
| The Brent C. Bunger Revocable Trust | Managing Member | Aug 2009 | A | 25% – 50% |
| The Baugh Revocable Trust | Managing Member | Aug 2009 | A | 10% – 25% |
| The Lawson Revocable Trust | Managing Member | Aug 2009 | A | 5% – 10% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brent Charles Bunger: 75% – 100% of The Brent C. Bunger Revocable Trust × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $385M (100% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗