Baker Tilly Capital, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Madison, Wisconsin
CRD number
115333
Registered since
November 15, 2001

Firm profile

FINTRX

Overview

Baker Tilly Capital, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2001 and is owned as a domestic entity with individual ownership elements. FINTRX records do not list the firm as a capital allocator, and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset supplied to FINTRX contains limited detail about Baker Tilly Capital’s specific business lines or advisory activities. There are no FINTRX entries describing transaction focus, sector specialties, or the scope of client services the firm provides, so its public profile in the tracker is primarily an organizational summary rather than a description of operating strategies.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Barbara Olson

    Barbara Olson

    Chief Compliance OfficerCRD 6715742

Contacts

3 of 26
  • Kelly Baumbach

    Kelly Baumbach

    Executive Manager DirectorCRD 3277458

  • Scott Burack

    Scott Burack

    DirectorCRD 4100569

  • Michael Demers

    Michael Demers

    Managing DirectorCRD 2921120

Unlock 23 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
4807 Innovate Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth