Baynes Investment Counsel LLC logo

Baynes Investment Counsel LLC

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Client assets under management

$61,239,000

Clients

245

4% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

61

Typical

Average account size

$249,955

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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Options & derivatives strategies Concentrated stock management Private / alternative investments Active portfolio management Annuities

Occupation focus

Executive Founder/Business Owner Financial Professional

Fee options

Fixed

Financial planning fixed fee between $100 and $3,000; ongoing financial planning fixed fee $1,200

Percentage

$50,000 - $200,000: 2.00% $200,001 - $500,000: 1.50% $500,001+: 1.25%

Project-based

$125 to $350 per hour

Performance-based

1.00% annual fee plus 10.00% performance fee on capital appreciation with high-water mark

Subscriptions

Educational seminar fee $75 per attendee; newsletter included with other advisory services at no additional charge

Other

Account minimum: $50,000

Main office location

Baynes Investment Counsel LLC

801 Cherry Street, Ste 2310

Fort Worth TX 76102, United States

Number of offices

4

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

Advisors at this firm

user avatar

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 worked extensively with Allstate Insurance and operated his own advisory practice. Outside of finance, he serves as a councilman and mayor for the Village of Walbridge, Ohio, and has been a licensed basketball referee for the Ohio High School Athletic Association since 2008. Baynes Investment Counsel LLC provides portfolio management and financial planning services to individual and high-net-worth clients, employing a multifaceted investment approach that includes fundamental, quantitative, and technical analyses. The firm offers discretionary account management, tailored investment strategies, and sponsors private investment vehicles targeting opportunities such as oil and gas.

Options & derivatives strategies Concentrated stock management Private / alternative investments Active portfolio management Annuities Executive Founder/Business Owner Financial Professional
user avatar

Samuel B

Series 66

Fort Worth, TX

Baynes Investment Counsel LLC

Samuel Baynes is a financial advisor with Baynes Investment Counsel LLC in Fort Worth, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at Baynes Investment Counsel since 2015 and previously held roles at Securities America and LPL Financial LLC. Baynes is also the CEO of Baynes Capital, a private equity firm that offers private investments in oil and gas and other sectors to accredited investors. Baynes Investment Counsel LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a multifaceted investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses, managing accounts on a discretionary basis and tailoring strategies to client objectives.

Options & derivatives strategies Concentrated stock management Private / alternative investments Active portfolio management Annuities Executive Founder/Business Owner Financial Professional
user avatar

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.

Options & derivatives strategies Concentrated stock management Private / alternative investments Active portfolio management Annuities Executive Founder/Business Owner Financial Professional
user avatar

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.

Options & derivatives strategies Concentrated stock management Private / alternative investments Active portfolio management Annuities Executive Founder/Business Owner Financial Professional
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