B
Baker Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,321,253
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
53
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$289,080
About
The firm manages portfolios of individual stocks and bonds for individuals, trusts, estates and charitable organizations, with allocations set according to each client or organization’s needs and ongoing communication. As of year‑end 2025 it reported about $15.3 million in assets under management and typically provides discretionary portfolio management while offering non‑discretionary arrangements if a client prefers.
Investment decisions are grounded in fundamental analysis, with a long‑term equity approach that favors owning individual stocks for multiple years and a bond strategy focused on generating income through a range of maturities and holding bonds to maturity. Clients may impose industry or security restrictions, and the firm emphasizes monitoring the underlying business health rather than short‑term price movements.
What distinguishes the firm from many peers is its explicit work with charitable organizations alongside individual and fiduciary clients, a client type that is relatively uncommon among independent advisers. The firm also purchases individual bonds from multiple brokers to achieve competitive yields, generally uses discount brokerage custody for execution and reporting, conducts quarterly account reviews tied to billing, and does not accept proxy‑voting authority (clients retain voting control).
Client services
Portfolio management
Expertise
Wealth management
Fee options
0.25% to 1.50% annually (range based on portfolio size and asset allocation, negotiable)
Main office location
Baker Capital Management
Mexico MO, United States
Number of offices
1
Most active in
Baker Capital Management has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
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