Baynes Investment Counsel LLC
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About
Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, delivering tailored investment policy statements, ongoing monitoring, a subscription newsletter, and educational workshops to potential clients. The firm also offers access to pooled investment vehicles and private fund investments for accredited investors through an affiliated private fund adviser.
The firm documents client objectives and risk tolerances and typically seeks discretionary authority to implement client‑specific plans using a blend of fundamental, quantitative, technical and modern portfolio theory analyses. Its investment program includes both long‑ and short‑term trading techniques — including options, margin and short sales — and for qualified clients it permits a performance‑based fee arrangement subject to a high‑water‑mark provision while maintaining policies intended to allocate limited opportunities fairly across clients.
Noteworthy differences from many peers include the firm’s involvement in sponsoring or advising private funds that source private investments (including oil and gas opportunities) for accredited investors and its explicit offering of paid educational seminars and a client newsletter as part of its outreach. The brochure also discloses outside business activities (insurance licensure) and states that clients must use a specified custodian, with policies in place to identify and manage related conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee between $100 and $3,000; ongoing financial planning fixed fee $1,200
$50,000 - $200,000: 2.00% $200,001 - $500,000: 1.50% $500,001+: 1.25%
$125 to $350 per hour
1.00% annual fee plus 10.00% performance fee on capital appreciation with high-water mark
Educational seminar fee $75 per attendee; newsletter included with other advisory services at no additional charge
Account minimum: $50,000
Main office
See office801 Cherry Street, Ste 2310
Fort Worth TX 76102
Advisors at this office
1
Offices (3)
Most active in
Ohio · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Edward K
Series 63, Series 65
Mason, OH
Baynes Investment Counsel LLC
Edward Kolanko is a financial advisor with Baynes Investment Counsel LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Baynes in 2024, he was associated with Allstate Insurance Company and operated his own practice, Kolanko Capital. Outside of his financial career, he serves as a councilman for the Village of Walbridge, Ohio, and has officiated basketball for the Ohio High School Athletic Association since 2008. Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning mainly for individual and high-net-worth clients. The firm employs a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, offering services that include tailored investment policy statements, educational workshops, and access to private investment opportunities for accredited investors.
Samuel B
Series 66
Fort Worth, TX
Baynes Investment Counsel LLC
Samuel Baynes is a financial advisor at Baynes Investment Counsel LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Baynes Investment Counsel since 2015, with prior roles at Securities America and LPL Financial. Baynes is also CEO of Baynes Capital, a private equity firm focused on oil and gas and other private investments for accredited investors. Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a varied investment approach including fundamental, quantitative, and technical analyses, and offers access to private funds and educational resources for its clients.
James B
Series 65, Series 66
Franklin, TN
Baynes Investment Counsel LLC
James Bertram is a financial advisor at Baynes Investment Counsel LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Nuveen Asset Management and CNL Educational Institute. Baynes Investment Counsel LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a multi-strategy investment approach that includes equities, fixed income, ETFs, and options. The firm also sponsors private investment vehicles and offers educational workshops and subscription newsletters.
Nicolas D
Series 65
Franklin, TN
Baynes Investment Counsel LLC
Nicolas Drury is a financial advisor at Baynes Investment Counsel LLC with one year of industry experience. He holds a Series 65 designation and previously worked at InterOcean Capital, LLC. Outside of his advisory role, he is the owner of Drury Properties, LLC, a company intended for future real estate holdings. Baynes Investment Counsel LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to tailor accounts to client objectives and also offers educational workshops and a subscription newsletter.
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