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THE J R BAKER GROUP LLC

Advisory

CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#3,854
of 5,480 advisers by AUM
AUM change, 1 year
+9.6%
63rd percentile in CA
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$728K
across 46 accounts
AUM per adviser
$33M
1 adviser
Filing history
9
filings since 2008

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$33M
1-Year AUM Growth
+9.6%
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingJul 10, 2008
Latest FilingMar 30, 2026
Full AUM trend chart and 9 historical filings spanning 18+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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