BAKER ASSET MANAGEMENT, LLC

BAKER ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 289524). Regulatory assets under management: $44.8M.

Registration

• CRD: 289524
• Type: Registered investment adviser
• Phone: 843-259-8792
• Latest filing: 2026-01-20
• Regulatory AUM: $44.8M
• Discretionary AUM: $33.1M
• Non-discretionary AUM: $11.8M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289524 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search