B
CRD: 112981
Baker Capital Management
Mexico, MO
5735815004
$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
36 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Stifel
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-16-1989
- Office Locations
- 1
Office Locations
-- Mexico MO
About Baker Capital Management
Baker Capital Management is a Mexico-based RIA. The firm has been operating for 36 years. Managing $15.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Stifel. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$15.3M AVG AUM / ADVISOR
$283.7K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
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Investment Themes
Foundation
Services
Insight alpha
Owner & Executives
ANDREW JAMES BAKER
PORTFOLIO MANAGER
- CRD
- #1541281
- Ownership
- 75% or more
(770) 806-3137
optima.wave@capitalcapital.com
in linkedin.com/in/alpha-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,321,253 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,321,253 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,321,253
Equity - Exchange:
27.5% Cash:
20.7% Corporate - Investment Grade:
11.0% U.S. Government/Agency:
40.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $98,337,383 | 27.5% |
| Cash | $74,021,230 | 20.7% |
| Corporate - Investment Grade | $39,334,953 | 11.0% |
| U.S. Government/Agency | $145,896,916 | 40.8% |
| Total | $357,590,482 | 100.0% |