RIA Intel›Advisers›South Carolina›BAKER ASSET MANAGEMENT, LLC

BAKER ASSET MANAGEMENT, LLC

Advisory

SC

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account
$831K
across 54 accounts
AUM per adviser
$45M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$45M
Discretionary %
73.7%
Clients
54
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$45M
Discretionary AUM$33M
Non-Discretionary AUM$12M
Discretionary %73.7%
Total Clients54
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NC, SC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

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

ATLANTIC RETIREMENT & WEALTH ADVISORS LLC
$45M
MCGEHEE WEALTH ADVISORY GROUP, INC.
INDIAN LAND, SC
$45M
RINASCITA, LLC
$45M
TELOS CAPITAL PARTNERS, LLC
MOUNT PLEASANT, SC
$45M
BATTERY WEALTH MANAGEMENT, INC.
MOUNT PLEASANT, SC
$45M
+29.0% 1Y
CALIDRIS FINANCIAL, LLC
CHARLESTON, SC
$43M

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