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Baker Asset Management, LLC

Baker Asset Management, LLC. CRD 138257

Baker Asset Management, LLC logo

CRD: 138257

Baker Asset Management, LLC

Williamsburg, VA
7572067922
bamrising.com
$5.0M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
Atlas alpha
Established Date
02-21-2006
Office Locations
1

Office Locations

-- Williamsburg VA

About Baker Asset Management, LLC

Baker Asset Management, LLC is a Williamsburg, VA-based RIA providing investment management and financial planning, with additional insurance and portfolio construction support. The firm publishes investment research and market opinions and serves both retail and institutional clients. Portfolios show a strong ETF orientation alongside cash positioning, with themes including asset allocation and risk management. Custody includes TD Ameritrade and Interactive Brokers.

Team overview

55 AVG AGE
$5.0M AVG AUM / ADVISOR
$208.3K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Ember Pathway wave

Custodian

Element

Investment Themes

Radial Meridian Frontier

Investment Vehicles

North timber

Services

Ember signal Foundation Element radial Summit unison Crest focus

Technology

Fusion

Owner & Executives

B

BURTON OSLIN BAKER

Investment Advisor Representative

CRD
#4343767
Ownership
75% or more
(566) 761-9895
horizon.catalyst@zenithcapital.com
in linkedin.com/in/timber-bridge

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Contacts

C

CHRISTOPHER SEAN LEONARD

Partner

CRD
#6230977
(776) 334-1513
harbor.oak@zenithcapital.com
in linkedin.com/in/radial-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,500,000 --
Non-Discretionary $500,000 --
Total $5,000,000 --

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Separately Managed Accounts

Total SMA Asset: $5,000,000

$5.0M Total SMA
Equity - Exchange:
78.2%
Cash:
21.8%
Asset class Assets Assets %
Equity - Exchange $1,170,056,547 78.2%
Cash $326,179,447 21.8%
Total $1,496,235,994 100.0%

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