Brian Baker
Baker Ellis Asset Management · Vancouver, Washington
Brian Baker is a fee-only financial advisor at Baker Ellis Asset Management in Vancouver, Washington, who holds the CFA credential. Baker Ellis Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Baker Ellis Asset Management |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.05B across 343 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 1936839 |
| Exams passed | Series 63 (1989) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bakerellis.com |
How Brian's firm compares
- Baker Ellis Asset Management's average account is about $3.1 million, from its Form ADV (assets managed divided by 343 accounts).
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Questions about Brian
Is Brian Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Baker Ellis Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Baker Ellis Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Baker based?
Brian Baker is based in Vancouver, Washington.
What credentials does Brian Baker hold?
Brian Baker holds the CFA credential.
Is Brian Baker registered with the SEC?
Yes. Brian Baker is registered as an investment adviser representative in WA (CRD 1936839), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baker Ellis Asset Management manage?
Baker Ellis Asset Management reports $1.05B across 343 accounts in assets under management.
How do I contact Brian Baker?
Through Brian's website, www.bakerellis.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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