Clearwater, FL Office

BakerAvenue Asset Management is an SEC‑registered multi‑team wealth manager that serves individual and high‑net‑worth clients as well as institutional accounts. The firm offers discretionary portfolio management alongside financial planning, family office services, concentrated stock management, alternative/private investments, and tax and estate planning support, including tax preparation for clients with larger investable assets.

The firm runs a suite of named strategies (Dynamic Core, Blue‑Chip, Global Income, Impact, All Cap, Fixed Income, among others) that combine quantitative, fundamental and tactical allocation tools; several strategies explicitly shift exposure to cash in higher‑risk markets and may use options, hedging, or margin when appropriate. BakerAvenue also allocates to separately managed account managers and third‑party sub‑advisers and places alternative investments, interval funds and digital assets selectively based on client suitability.

Compared with many peers, BakerAvenue emphasizes ongoing client communications — it provides quarterly household performance reports and also distributes periodicals/newsletters, a practice noted as uncommon among similar multi‑team firms. The brochure also discloses specific operational features that distinguish the firm, including its decision not to recommend IRA rollovers, its use of SMA and sub‑adviser relationships, inclusion of margined securities in AUM (and the resulting conflict disclosure), and participation in a referral program with a large custodian — all items it identifies and discusses in the ADV.