← Directory
BAER INVESTMENT ADVISORY LLC
CRD 152063File 801-132149
APPROVED
Retail clients
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$119.0M
Bottom 25% of cohort (national)
Discretionary AUM
$119.0M
Clients
80
80 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 7, 2025
- Principal office
- Not reported
- Phone
- 415-717-1101
- Website
- https://baerinvestment.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.0M
- Discretionary AUM
- $119.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 80
- Non-discretionary accounts
- 0
- Total accounts
- 80
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $3.1M |
| High net worth individuals | 50 | $107.3M |
| Individuals (other than high net worth individuals) | 27 | $8.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D3
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.