# BAILEY & ASSOCIATES INVESTMENT MGT. AND FINANCIAL PLANNING LLC

BAILEY & ASSOCIATES INVESTMENT MGT. AND FINANCIAL PLANNING LLC of COLUMBIA, SC is an SEC-registered investment adviser.

## Registration

- CRD: 110113
- Type: SEC-registered investment adviser
- SEC file number: 801-46654
- Location: 1122 LADY STREET, SUITE 605, COLUMBIA, SC, 29201
- Phone: 803-799-6850
- Latest filing: 2026-03-09
- Regulatory AUM: $32.0M
- Discretionary AUM: $32.0M
- Non-discretionary AUM: $36K
- Clients: 1
- Accounts: 110

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BAILEY JAMES LEE | DESIGNATED CHIEF COMPLIANCE OFFICER | — |
| BAILEY DELTON OVID | OWNER | — |
| BAILEY PATRICIA NONE | CHIEF COMPLIANCE OFFICER | — |
| BAILEY PATRICIA | DESIGNATED CHIEF COMPLIANCE OFFICER; PERSON ASSOCIATED WITH INVESTMENT ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110113/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110113/similar
- Related entities: https://search.stillhousedata.com/firm/110113/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110113

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.