Bacon & Company

Overview

Bacon & Company is a small, equity-focused registered investment adviser serving individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and concentrates its portfolio-management work on discretionary mandates. Bacon & Company shows a clear preference for publicly traded equities and exchange-traded funds as the primary vehicles for client exposure. The firm is not registered as a multi-state adviser and does not identify as an active ESG investor. Service offerings are centered on portfolio management for individuals and small business owners, delivered from a single office. Ownership is held by an individual proprietor, and the business model emphasizes direct, fee-based relationships rather than acting as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Location & Offices