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BAER INVESTMENT ADVISORY LLC

· CRD 152063 · IAPD ↗ · baerinvestment.com · 415-717-1101

$119.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
4States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
December 2025 — BAER INVESTMENT ADVISORY LLC notice-filed in VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — BAER INVESTMENT ADVISORY LLC (location n/a) is newly SEC-registered with $107.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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