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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

REACT INVESTMENT SOLUTIONS, LLC

CRD 150801

LOS GATOS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8654411d-c654-3dde-889f-4a53e659f71e

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 5
On other graphs: 0
Observed: Jan 23, 2012 to Mar 16, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 17
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
Custody, client assets: $0
SEC number: 801-70961
CRD: 150801
Filings on the tape: 31
First filed: Jan 23, 2012
Latest filed: Mar 16, 2026
Organised: Limited Liability Company, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAER, RICHARD, EVAN	Trustee	F	yes	08/2009	Jan 23, 2012	Jul 17, 2024
BAER, RICHARD, EVAN	CHIEF EXECUTIVE OFFICER	Na	yes	08/2009	Jan 23, 2012	Jul 17, 2024
BAUGH, ANDREW, MICHAEL	Trustee	F	yes	08/2009	Jan 23, 2012	Jul 17, 2024
BAUGH, ANDREW, MICHAEL	CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER	Na	yes	08/2009	Jan 23, 2012	Jul 17, 2024
BUNGER, BRENT, CHARLES	President	Na	yes	08/2009	Jan 23, 2012	Jul 17, 2024
BUNGER, BRENT, CHARLES	Trustee	E	yes	08/2009	Jan 23, 2012	Jul 17, 2024
LAWSON, KIM, ANN	Trustee	F	yes	08/2009	Jan 23, 2012	Jul 17, 2024
LAWSON, KIM, ANN	CHIEF OPERATING OFFICER	Na	yes	08/2009	Jan 23, 2012	Jul 17, 2024
THE BRENT C. BUNGER REVOCABLE TRUST	MANAGING MEMBER	C	yes	08/2009	Feb 2, 2022	Jul 17, 2024
THE RICHARD E. BAER REVOCABLE TRUST	MANAGING MEMBER	C	yes	08/2009	Feb 2, 2022	Jul 17, 2024
Elfenbein, Lonny, Scott	CHIEF COMPLIANCE OFFICER	Na	no	07/2023	Aug 23, 2023	Jul 17, 2024
THE BAUGH REVOCABLE TRUST	MANAGING MEMBER	B	no	08/2009	Feb 2, 2022	Jul 17, 2024
THE LAWSON REVOCABLE TRUST	MANAGING MEMBER	A	no	08/2009	Feb 2, 2022	Jul 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LEGACY CAPITAL GROUP CALIFORNIA, INC.	n/a	Mixed wealth	$536M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$0	$0	17	3	1	n/a	n/a
2024	Apr 17, 2025	$0	$0	18	4	1	n/a	n/a
2023	Mar 20, 2024	n/a	n/a	18	4	1	n/a	n/a
2022	Mar 31, 2023	$0	$0	14	4	1	n/a	n/a
2021	Feb 2, 2022	$384M	$384M	14	3	1	n/a	n/a
2020	Mar 18, 2021	$336M	$0	14	3	1	n/a	n/a
2019	Feb 27, 2020	$307M	$307M	15	6	1	n/a	n/a
2018	Mar 7, 2019	$318M	$318M	15	6	1	n/a	n/a
2017	Mar 26, 2018	$355M	$355M	13	6	1	n/a	n/a
2016	Mar 31, 2017	$276M	$276M	15	6	n/a	n/a	n/a
2015	Mar 15, 2016	$308M	$0	14	6	n/a	n/a	n/a
2014	Mar 10, 2015	$248M	$0	15	6	n/a	n/a	n/a
2013	Feb 27, 2014	$213M	$0	5	3	n/a	n/a	n/a
2012	Feb 21, 2013	$207M	$0	5	3	n/a	n/a	n/a
2011	Jan 23, 2012	$114M	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	$0	n/a	17	18	1	1

Relationships

Affiliated with (2)

← LEGACY CAPITAL GROUP CALIFORNIA, INC.Registered adviserother investment adviser, common control
factForm ADV
→ LEGACY CAPITAL GROUP CALIFORNIA, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (6)

← BUNGER, BRENT, CHARLESOwnerTRUSTEE, ownership code E, individual
Jan 23, 2012 to Jul 17, 2024factForm ADV
← LAWSON, KIM, ANNOwnerTRUSTEE, ownership code F, individual
Jan 23, 2012 to Jul 17, 2024factForm ADV
← BAUGH, ANDREW, MICHAELOwnerTRUSTEE, ownership code F, individual
Jan 23, 2012 to Jul 17, 2024factForm ADV
← BAER, RICHARD, EVANOwnerTRUSTEE, ownership code F, individual
Jan 23, 2012 to Jul 17, 2024factForm ADV
← THE BRENT C. BUNGER REVOCABLE TRUSTOwnerMANAGING MEMBER, ownership code C, domestic entity
Feb 2, 2022 to Jul 17, 2024factForm ADV
← THE RICHARD E. BAER REVOCABLE TRUSTOwnerMANAGING MEMBER, ownership code C, domestic entity
Feb 2, 2022 to Jul 17, 2024factForm ADV

Owns (3)

← Elfenbein, Lonny, ScottOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 23, 2023 to Jul 17, 2024factForm ADV
← THE BAUGH REVOCABLE TRUSTOwnerMANAGING MEMBER, ownership code B, domestic entity
Feb 2, 2022 to Jul 17, 2024factForm ADV
← THE LAWSON REVOCABLE TRUSTOwnerMANAGING MEMBER, ownership code A, domestic entity
Feb 2, 2022 to Jul 17, 2024factForm ADV

Registered with (4)

← BRENT CHARLES BUNGERAdvisorregistration: previous registration
Jun 23, 2015 to Dec 31, 2023factForm ADV
← ANDREW MICHAEL BAUGHAdvisorregistration: previous registration
Feb 5, 2014 to Dec 31, 2023factForm ADV
← SEAN BUXTONAdvisorregistration: previous registration
Feb 3, 2022 to Dec 31, 2023factForm ADV
← RICHARD EVAN BAERAdvisorregistration: previous registration
Jun 24, 2015 to Dec 31, 2023factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor departed, no destination yet
Brent Charles Bunger no longer registered at React Investment Solutions, Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Sean Buxton left React Investment Solutions, Llc for Hightower Advisors, Llc (registered 2026-02-12)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Andrew Michael Baugh left React Investment Solutions, Llc for Legacy Capital Group California, Inc. (registered 2024-05-30)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Advisor departed, no destination yet
Richard Evan Baer no longer registered at React Investment Solutions, Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
React Investment Solutions, Llc reported RAUM $0, down 100% from $383.5M (2023-01-26 to 2023-03-31)
Form ADVobserved 6 days ago
$-384M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8654411d-c654-3dde-889f-4a53e659f71e
First observed: Jan 23, 2012
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REACT INVESTMENT SOLUTIONS, LLC

CRD 150801

LOS GATOS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8654411d-c654-3dde-889f-4a53e659f71e

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAER, RICHARD, EVAN

Trustee

yes

08/2009

Jan 23, 2012

Jul 17, 2024

BAER, RICHARD, EVAN

CHIEF EXECUTIVE OFFICER

yes

08/2009

Jan 23, 2012

Jul 17, 2024

BAUGH, ANDREW, MICHAEL

Trustee

yes

08/2009

Jan 23, 2012

Jul 17, 2024

BAUGH, ANDREW, MICHAEL

CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER

yes

08/2009

Jan 23, 2012

Jul 17, 2024

BUNGER, BRENT, CHARLES

President

yes

08/2009

Jan 23, 2012

Jul 17, 2024

BUNGER, BRENT, CHARLES

Trustee

yes

08/2009

Jan 23, 2012

Jul 17, 2024

LAWSON, KIM, ANN

Trustee

yes

08/2009

Jan 23, 2012

Jul 17, 2024

LAWSON, KIM, ANN

CHIEF OPERATING OFFICER

yes

08/2009

Jan 23, 2012

Jul 17, 2024

THE BRENT C. BUNGER REVOCABLE TRUST

MANAGING MEMBER

yes

08/2009

Feb 2, 2022

Jul 17, 2024

THE RICHARD E. BAER REVOCABLE TRUST

MANAGING MEMBER

yes

08/2009

Feb 2, 2022

Jul 17, 2024

Elfenbein, Lonny, Scott

CHIEF COMPLIANCE OFFICER

07/2023

Aug 23, 2023

Jul 17, 2024

THE BAUGH REVOCABLE TRUST

MANAGING MEMBER

08/2009

Feb 2, 2022

Jul 17, 2024

THE LAWSON REVOCABLE TRUST

MANAGING MEMBER

08/2009

Feb 2, 2022

Jul 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LEGACY CAPITAL GROUP CALIFORNIA, INC.

n/a

Mixed wealth

$536M

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

n/a

2024

Apr 17, 2025

n/a

2023

Mar 20, 2024

n/a

2022

Mar 31, 2023

n/a

2021

Feb 2, 2022

$384M

n/a

2020

Mar 18, 2021

$336M

n/a

2019

Feb 27, 2020

$307M

n/a

2018

Mar 7, 2019

$318M

n/a

2017

Mar 26, 2018

$355M

n/a

2016

Mar 31, 2017

$276M

n/a

2015

Mar 15, 2016

$308M

n/a

2014

Mar 10, 2015

$248M

n/a

2013

Feb 27, 2014

$213M

n/a

2012

Feb 21, 2013

$207M

n/a

2011

Jan 23, 2012

$114M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a