Baker Ellis Asset Management LLC
● SEC registered since 2002CRD 121802SEC# 801-61479Vancouver, WA
Reg. AUM
$1.05B
Employees
5
Accounts
343
Location
Vancouver, WA
Baker Ellis Asset Management LLC assets under management
Baker Ellis Asset Management LLC operates as an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2002. It reports $1 billion in regulatory assets under management and employs 5 people.
Baker Ellis Asset Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barnes Cleland Ellis Control | Member | 50-75% | 2021 |
| Brian Christian Baker Control | Member | 50-75% | 2002 |
| Patricia Anne Watson Control | Cco, Head Of Operations | Under 5% | 2021 |
Frequently asked questions
How much does Baker Ellis Asset Management LLC manage?
Baker Ellis Asset Management LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Baker Ellis Asset Management LLC have?
Baker Ellis Asset Management LLC reports 5 employees.
Where is Baker Ellis Asset Management LLC located?
Baker Ellis Asset Management LLC is based in Vancouver, WA and has been SEC-registered since 2002.
Does Baker Ellis Asset Management LLC disclose fund performance?
Baker Ellis Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 805 Broadway St., Suite 400, Vancouver, WA 98660 |
| Phone | 503-227-5778 |
| Fax | 503-227-5820 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1365559 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.05B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $1.05B