BAKER ASSET MANAGEMENT, LLC

BAKER ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 138257). Regulatory assets under management: $5.0M.

Registration

• CRD: 138257
• Type: Registered investment adviser
• Phone: 757-206-7922
• Latest filing: 2025-09-22
• Regulatory AUM: $5.0M
• Discretionary AUM: $4.5M
• Non-discretionary AUM: $500K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 138257 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search