Baker Capital Management

Overview

Baker Capital Management is a small, sole‑proprietor advisory practice focused on discretionary portfolio management for individuals, families and small businesses. The firm’s stated allocation preference is equities, with a clear tilt toward exchange‑traded securities as the primary vehicle for client exposure. Its business model is fee‑based (percentage of AUM) and centers on managing individualized portfolios rather than providing broad institutional consulting or pension services. The firm does not position itself as an active ESG manager and is not registered as a multi‑state adviser. Client relationships appear hands‑on and tailored: the combination of a modest firm size and a focus on separately managed account activity suggests Baker Capital Management builds bespoke equity exposures for each client rather than relying solely on model portfolios.

Assets & Accounts

Public Holdings

Location & Offices