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Baynes Investment Counsel LLC

Baynes Investment Counsel LLC. CRD 322909

Baynes Investment Counsel LLC logo

CRD: 322909

Baynes Investment Counsel LLC

Fort Worth, TX, 76102
2144710376
baynesinvestmentcounsel.com
$61.2M Total AUM
$61.2M Disc. AUM
-- 3Y CAGR
4 Employees
245 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Catalyst
Established Date
09-21-2022
Office Locations
3

Office Locations

3401 Mallory Lane Suite 100 Franklin TN
7577 Central Parke Blvd. Suite 323 Mason OH
801 Cherry Street STE 2310 Fort Worth TX

About Baynes Investment Counsel LLC

Baynes Investment Counsel provides private wealth counsel to high-net-worth individuals, families, and founders, pairing investment strategy and oversight with family office and estate planning, liquidity and exit solutions, and risk and insurance planning. The firm’s SMA portfolios are implemented primarily with ETFs and custodied at Schwab. Founder Samuel Baynes brings 40+ years in finance, including senior Merrill Lynch roles.

Team overview

-- AVG AGE
$15.3M AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age

Insights

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Accredited Investors

Fusion

Asset Classes

Crest legacy Matrix element Pioneer legacy North vector North Pathway matrix

Client Personas

Focus

Custodian

Optima vector Momentum Radial oak

Investment Themes

Wave Oak matrix Foundation Fusion vector

Investment Vehicles

Prime glacier

Services

Bridge Momentum prime Matrix Pathway Value Horizon Element element Catalyst radial Focus frontier

Technology

Meridian vector

Owner & Executives

S

SAMUEL WILLIAM BAYNES

Chief Compliance Officer, Managing Member, PRINCIPAL

CRD
#5392084
Ownership
75% or more
(922) 275-3809
fusion.delta@horizoncapital.com
in linkedin.com/in/frontier-summit

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Contacts

J

JAMES PETER BERTRAM

Wealth Advisor

CRD
#4744062
(807) 411-7922
north.vital@signalcapital.com
in linkedin.com/in/unison-element
N

Nicolas David Drury

--

CRD
#7899820
(441) 692-5715
timber.oak@glaciercapital.com
in linkedin.com/in/vertex-alpha
A

Alpha harbor

Prime delta signal

CRD
#34713
(687) 527-9308
vector.horizon@horizoncapital.com
in linkedin.com/in/fusion-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $61,239,000 --
Non-Discretionary $0 --
Total $61,239,000 --

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Separately Managed Accounts

Total SMA Asset: $61,239,000

$61.2M Total SMA
Public Funds:
11.6%
Equity - Exchange:
24.0%
Cash:
11.2%
Corporate - Investment Grade:
22.1%
U.S. Government/Agency:
6.6%
Municipal Bonds:
24.5%
Asset class Assets Assets %
Public Funds $115,139,906 11.6%
Equity - Exchange $238,220,496 24.0%
Cash $111,169,565 11.2%
Corporate - Investment Grade $219,361,373 22.1%
U.S. Government/Agency $65,510,636 6.6%
Municipal Bonds $243,183,423 24.5%
Total $992,585,399 100.0%

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