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- Custodian
- Interactive Brokers ยท State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-22-2001
- Office Locations
- 3
Office Locations
About Baron Capital Management, LLC
Baron Capital Management, LLC is a Scottsdale, AZ investment adviser serving retail clients with discretionary, ETF-based separately managed portfolios. The firm focuses on asset management and portfolio construction, with retirement plan and insurance-related planning capabilities. It is owner-led by CEO Bruce Baron Benham and reports custody relationships including Interactive Brokers.
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Owner & Executives
BRUCE BARON BENHAM
Chief Executive Officer, Owner
- CRD
- #1661398
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Baron B. Benham
Founder & Chief Financial Advisor
- CRD
- --
Michelle M. Maze
Chief Compliance Director
- CRD
- --
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,065,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,065,700 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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