Baer Investment Advisory LLC
Baer Investment Advisory LLC is an SEC-registered ria with $119.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Baer Investment Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152063, SEC 801-132149, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $119.0M (2026-03-30)
- Firm type
- Ria
- Employees
- 4
- Clients
- 77
- CRD
- 152063
- Ownership
- BAER, DAREL, ANDREW; BAER, ROBERT, GORDON; SMITH, GREGORY, HOWARD
How much AUM does Baer Investment Advisory LLC have?
Baer Investment Advisory LLC reported $119.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Baer Investment Advisory LLC?
Disclosed owners and executives of Baer Investment Advisory LLC include BAER, DAREL, ANDREW, BAER, ROBERT, GORDON, SMITH, GREGORY, HOWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.