John Groh
Baker Ellis Asset Management · Vancouver, Washington
John Groh is a fee-only financial advisor at Baker Ellis Asset Management in Vancouver, Washington, who holds the CFP and CFA credentials. 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 | CFP · CFA |
| SEC registration | Investment adviser representative in OR, WA · CRD 2525437 |
| Exams passed | Series 63 (1994) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bakerellis.com |
How John'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 John
Is John Groh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Baker Ellis Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is John Groh based?
John Groh is based in Vancouver, Washington.
What credentials does John Groh hold?
John Groh holds the CFP and CFA credentials.
Is John Groh registered with the SEC?
Yes. John Groh is registered as an investment adviser representative in OR and WA (CRD 2525437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 John Groh?
Through John'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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