Baer Investment Advisory LLC
● SEC registered since 2025CRD 152063SEC# 801-132149
Reg. AUM
$119M
Employees
4
Accounts
80
Location
—
Baer Investment Advisory LLC assets under management
Baer Investment Advisory LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $119 million in regulatory assets under management and employs 4 people.
Baer Investment Advisory LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darel Andrew Baer Control | Ceo | 50-75% | 2009 |
| Gregory Howard Smith | Director Of Research | 10-25% | 2022 |
| Robert Gordon Baer | Chief Compliance Officer | 10-25% | 2021 |
Frequently asked questions
How much does Baer Investment Advisory LLC manage?
Baer Investment Advisory LLC reports $119 million in regulatory assets under management on its Form ADV.
How many employees does Baer Investment Advisory LLC have?
Baer Investment Advisory LLC reports 4 employees.
Does Baer Investment Advisory LLC disclose fund performance?
Baer Investment Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-717-1101 |
| Office hours | 6:30 a.m. - 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$119M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$119Mregulatory AUM
Discretionary $119M