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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS · JP Morgan · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-03-1972
- Office Locations
- 11
Office Locations
About Bailard, Inc.
Bailard is an independent wealth and asset manager serving individuals, families, and institutions. The firm offers comprehensive wealth management and long-term, multi-asset investment management across U.S. and international equities, fixed income, private real estate, and sustainable/impact strategies, with portfolios built to align client goals and values.
Reported data analysis
What the numbers show
Between July 1, 2025 and May 29, 2026, reported AUM increased 15.6%, from $6.5B to $7.6B.
Across 5 reported observations, AUM increased 37.4% between June 16, 2022 and May 29, 2026, from $5.5B to $7.6B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 42 advisory representatives and 1,137 clients, or 27.1 clients per representative. That equates to $6.6M in reported AUM per client.
The profile lists 11 reported office locations and 54 years in operation. The source data was last updated on August 14, 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
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Bailard, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL JOHN FAUST
Vice President
- CRD
- #2412046
- Ownership
- Less than 5%
PAVITA FLEISCHER
Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Osman Tansu Akgun
Vice President
- CRD
- #7122899
KIMBERLY MURRAY AQUINO
Certified Financial Planner
- CRD
- #2850013
Showing 2 of 44 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,513,400,617 | $2,668,111 |
| Non-Discretionary | $47,501,947 | $5,277,994 |
| Total | $7,560,902,564 | $2,676,426 |
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Separately Managed Accounts
SMA allocation detail is available
Bailard, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Bailard, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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