BAKER ELLIS ASSET MANAGEMENT LLC

Overview

Baker Ellis Asset Management LLC is an independent registered investment advisor structured as a limited liability company and operating as a percentage-of-AUM advisory business. The firm serves high-net-worth individuals, families and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses and institutional entities. Its public filings identify the adviser as owner-operated and not a capital allocator in the sense of running a separate balance sheet for principal investing, but the firm does act as sponsor, general partner and managing member of pooled investment vehicles, which indicates an ability to launch or manage private pooled funds alongside client portfolios. Investment activity centers on equity exposure delivered through exchange-traded vehicles and individual equities. The firm's 13F disclosure shows a large position in broad-market index funds, with Vanguard Total Stock Market Index Fund as the top holding, while separate-stock allocations provide the potential for active security selection. Baker Ellis is not listed as an active ESG investor and its advisory operations are primarily domestic and discretionary.

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Location & Offices