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BAKER ELLIS ASSET MANAGEMENT LLC

VANCOUVER, WA · CRD 121802 · IAPD ↗ · bakerellis.com · 503-227-5778

$1.05BRegulatory AUM
3Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
March 2026 — BAKER ELLIS ASSET MANAGEMENT LLC changed its website from bakerellisllc.com to bakerellis.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
March 2026 — BAKER ELLIS ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($874.2M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
March 2024 — BAKER ELLIS ASSET MANAGEMENT LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
March 2024 — BAKER ELLIS ASSET MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.