A complete list of active advisors currently associated with Baker Ellis Asset Management LLC

Warmer can help you find a great advisor at Baker Ellis Asset Management LLC or one who fits your needs even better.

Baker Ellis Asset Management LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, businesses, foundations and retirement plans. The firm manages individualized accounts that may hold domestic and foreign equities of any market capitalization, mutual funds, ETFs, bonds and other assets, and is compensated primarily through percentage‑of‑assets‑under‑management fees. The investment team relies principally on fundamental analysis and a long‑term value orientation, combining in‑house research with third‑party sources to identify companies attractive on cash flows, growth and other metrics. Accounts are individually managed and can be customized for complex tax situations or socially conscious restrictions, with Baker Ellis exercising full investment discretion and delivering quarterly written performance reports and a quarterly newsletter. Founded in 2002 and still owned 50/50 by its two principals, the firm manages approximately $1.04 billion in discretionary assets with a small advisory team, producing a relatively high amount of AUM per advisor compared with many peers. The team includes credentialed professionals (CFA and CFP designees), maintains a formal Code of Ethics and typically custodies most client assets at Fidelity while accommodating other custodians when requested.

To learn more about the advisors currently working at Baker Ellis Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.