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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-14-2014
- Office Locations
- 3
Office Locations
About Baer Investment Advisory LLC
Baer Investment Advisory LLC is a Tiburon, CA registered investment adviser serving entrepreneurs and other high-net-worth/qualified purchasers. The firm provides wealth planning, portfolio construction and asset-allocation advice, with portfolios implemented largely through ETFs and derivatives alongside public equities, fixed income and alternative strategies (e.g., hedge funds/private equity). Custody includes Charles Schwab and Goldman Sachs.
Reported data analysis
What the numbers show
Between October 6, 2025 and March 30, 2026, reported AUM decreased 6.1%, from $126.7M to $119.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 80 clients, or 26.7 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Baer Investment Advisory LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAREL ANDREW BAER
Chief Executive Officer, Partner
- CRD
- #1402746
- Ownership
- 50% but less than 75%
ROBERT GORDON BAER
Chief Compliance Officer, Principal
- CRD
- #4233785
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
Brock James Stassi
--
- CRD
- #7638870
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,990,000 | $1,487,375 |
| Non-Discretionary | $0 | -- |
| Total | $118,990,000 | $1,487,375 |
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Separately Managed Accounts
SMA allocation detail is available
Baer Investment Advisory LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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