Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
● SEC registered since 1999CRD 112248SEC# 801-56508Arlington, TX
Reg. AUM
$909.3M
Employees
7
Accounts
1,347
Location
Arlington, TX
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services assets under management
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services is an SEC-registered investment adviser based in Arlington, TX. The firm has been registered since 1999. It reports $909.3 million in regulatory assets under management and employs 7 people.
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Michael McMillan Control | Chief Compliance Officer | Under 5% | 2005 |
| Cliff Earl Mead Control | Owner | Under 5% | 2005 |
| Gerald Ray Baker Control | Manager | Over 75% | 1994 |
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Join to unlock · $37/moFrequently asked questions
How much does Gerald Baker Financial Group, L.l.c.dba Baker Financial Services manage?
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services reports $909.3 million in regulatory assets under management on its Form ADV.
How many employees does Gerald Baker Financial Group, L.l.c.dba Baker Financial Services have?
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services reports 7 employees.
Where is Gerald Baker Financial Group, L.l.c.dba Baker Financial Services located?
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services is based in Arlington, TX and has been SEC-registered since 1999.
Does Gerald Baker Financial Group, L.l.c.dba Baker Financial Services disclose fund performance?
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1415 West Randol Mill Rd., Arlington, TX 76012 |
| Phone | 817-861-7099 |
| Fax | 817-861-8099 |
| Office hours | 8:15 - 5:15 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$909.3M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$909.3Mregulatory AUM
Discretionary $909.3M