RIA Intel›Advisers›Alabama›BAEHR, CELIA MANN

BAEHR, CELIA MANN

Advisory

MOBILE, AL

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in AL

#153

of 158 advisers by AUM

Average account

$560K

across 80 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

38 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

FIRST LEGACY SECURITIES, LLC

$45M

H/N MANAGEMENT, LLC

$45M

BOOTH FINANCIAL PLANNING, LLC

$43M

HEWLETT DAVIDSON POWELL, LLC

$43M

CEDARHOLM & EUGENIAS, LLC

$43M

FRANKLIN STREET CAPITAL LLC

$48M

Get the full picture on BAEHR, CELIA MANN

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BAEHR, CELIA MANN and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans