PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Molly B Investment Group LLC

● SEC registered since 2020CRD 150555SEC# 801-118667Marietta, GA
Export (members)
Reg. AUM
$334.7M
Employees
2
Accounts
628
Location
Marietta, GA

Molly B Investment Group LLC assets under management

Molly B Investment Group LLC is a registered investment adviser overseen by the SEC based in Marietta, GA. The firm has been registered since 2020. It reports $334.7 million in regulatory assets under management and employs 2 people.

Molly B Investment Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Kenneth James Baer ControlChief Compliance OfficerUnder 5%2011
Molly E. Baer ControlManaging MemberOver 75%2014

Frequently asked questions

How much does Molly B Investment Group LLC manage?

Molly B Investment Group LLC reports $334.7 million in regulatory assets under management on its Form ADV.

How many employees does Molly B Investment Group LLC have?

Molly B Investment Group LLC reports 2 employees.

Where is Molly B Investment Group LLC located?

Molly B Investment Group LLC is based in Marietta, GA and has been SEC-registered since 2020.

Does Molly B Investment Group LLC disclose fund performance?

Molly B Investment Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067
Phone770-984-2312
Fax770-984-3770
Office hours9:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$334.7M▲ 14%
Mar '25 — $294.3MApr '25 — $294.3MMay '25 — $294.3MJun '25 — $294.3MJul '25 — $294.3MAug '25 — $294.3MSep '25 — $294.3MOct '25 — $294.3MNov '25 — $294.3MDec '25 — $294.3MJan '26 — $294.3MFeb '26 — $294.3MMar '26 — $334.7MApr '26 — $334.7MMay '26 — $334.7MJun '26 — $334.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$334.7Mregulatory AUM
Discretionary $334.7M