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 provides discretionary portfolio management and investment advice to individuals (including high‑net‑worth clients), trusts, estates, corporations, foundations and retirement plans. The firm offers individually managed accounts that may include domestic and international equities, mutual funds, ETFs, bonds and other assets, and it serves as a fiduciary for ERISA retirement accounts. The firm’s investment process is grounded in fundamental analysis and a long‑term value orientation, seeking diversified exposure across asset classes and geographies while customizing portfolios for tax considerations and socially conscious restrictions. Baker Ellis typically manages accounts on a discretionary basis, conducts periodic reviews, and delivers individualized quarterly performance reports and written commentary to clients. Notable for a small advisory team, the firm reported roughly $1.04 billion in discretionary assets under management for about 334 clients, an asset‑per‑advisor level that is unusually high for a firm of this size and suggests concentrated resources per client. The founders each retain full ownership with no material outside affiliations, and the firm maintains formal internal controls including a Code of Ethics, annual compliance training, and monitoring of personal trading.

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.