RIA Intel›Advisers›Pennsylvania›THE BARAN JAMES COMPANY, INC.

THE BARAN JAMES COMPANY, INC.

Advisory

PITTSBURGH, PA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in PA

#895

of 1,528 advisers by AUM

Average account

$183K

across 489 accounts

AUM per adviser

$90M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$90M

Discretionary AUM$82M

Non-Discretionary AUM$8M

Discretionary %91.5%

Total Clients212

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH, PA, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

212 clients

27 high-net-worth

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

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