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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2012
- Office Locations
- 1
Office Locations
About Bacon & Company
Bacon & Company is a Carmel-based RIA. The firm has been operating for 14 years. Managing $70.1M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo.
Reported data analysis
What the numbers show
Between March 27, 2013 and March 24, 2014, reported AUM increased 19.1%, from $32.5M to $38.7M.
Across 4 reported observations, AUM increased 42.1% between May 31, 2011 and March 24, 2014, from $27.2M to $38.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 54 clients, or 54 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ROBERT LAWRENCE BACON
Chief Compliance Officer, Vice President
- CRD
- #4466194
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,110,168 | $495,553 |
| Non-Discretionary | $0 | -- |
| Total | $70,110,168 | $495,553 |
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Separately Managed Accounts
SMA allocation detail is available
Bacon & Company has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.