BACKER

Overview

Backer is a small, SEC-registered corporate advisory firm that serves individual and family clients on a fixed-fee basis. The firm has been registered since 2015 and appears to operate as a single-state adviser under a domestic ownership structure. Its advisory model is largely non-discretionary—reported total assets and total non-discretionary assets are the same—which indicates clients generally retain final authority over trading decisions while Backer provides guidance or model recommendations. The firm is not an active ESG investor, does not act as a pension consultant, and is not classified under a standard adviser type in filings. Backer reports several business attributes consistent with a retail-oriented practice: a very large client count relative to assets under management, standardized fee arrangements, and a balance sheet dominated by assets categorized as “Other” on its ADV filing. That combination suggests Backer runs a scaled, low-balance client platform rather than a concentrated private-wealth or institutional manager.

Assets & Accounts

Investments & Alternatives

Location & Offices