Yuba City, CA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Baer Investment Advisory LLC
Supported
Firm-wide stats for Baer Investment Advisory LLC
About
Baer Investment Advisory LLC provides discretionary portfolio management and related advisory services to individuals, high net worth individuals, trusts and corporations. The firm constructs an Investment Policy Statement for each client and manages approximately $119 million across its client relationships, offering ongoing monitoring and periodic reviews.
BIA’s investment process combines fundamental, technical, cyclical and quantitative analysis within a modern portfolio theory framework and may employ both long- and short-term trading, margin and options strategies. The firm typically focuses on equities, fixed income and related derivative strategies and uses model portfolios that are tailored to client-imposed restrictions and objectives.
Noteworthy distinctions in BIA’s brochure include the availability of performance-based fee arrangements for qualified clients and the firm’s written policies for managing potential conflicts when it runs both performance-fee and non-performance-fee accounts (Items 5–6). The brochure also explicitly discloses the use of options and related derivative strategies in client accounts (Items 4 and 8) and documents the firm’s transition from state to SEC registration in 2025.
Based on Baer Investment Advisory LLC
Expertise
Based on Baer Investment Advisory LLC
Location
Yuba City CA
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)