Baker Ellis Asset Management LLC

RIASEC RegisteredEst. 2002

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$3.1M

Accounts

343

Employees

Advisory reps

Firm details

Headquarters: Vancouver, Washington
CRD number: 121802
Registered since: September 20, 2002
Website: bakerellisllc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI87.21%
Individuals10.07%
Charitable Organizations1.47%
Corporations / Businesses1.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Baker Ellis Asset Management LLC is an independent registered investment adviser founded in 2002 and structured as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management and providing financial planning alongside portfolio management for individuals, small businesses, and larger business or institutional clients. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser or pension consultant in the source material. Beyond advisory work, Baker Ellis acts in sponsor, general partner, and managing-member roles for pooled investment vehicles, indicating experience operating or structuring collective investment vehicles in addition to running client portfolios.