AUMdb
RI

React Investment Solutions, Llc

SEC-registered Investment Adviser CRD 150801 · SEC file 801-70961 · Los Gatos, CA
☆ Save with Pro ADV data as of Mar 16, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
17

AUM over time

$0 $384M
Dec 2011 Aug 2023

Annual snapshots from Form ADV filings · as of Mar 16, 2026

Who they serve

Client typeClientsAUM% of AUM

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
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)

EntityTitle / statusSinceSch.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)

FormPeriodSize
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

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) ↗