Baer Investment Advisory LLC

Overview

Baer Investment Advisory LLC is organized as a limited liability company and is SEC-registered (registration year listed as 2025). The firm describes its primary advisory role as discretionary portfolio management for individuals and small businesses and serves both individual/family and institutional clients. Ownership is listed as individual, and its fee model combines a percentage-of-assets-under-management schedule with the capacity to charge performance-based fees. The firm is not identified as an active ESG investor, does not act as a multistate adviser, and does not advertise pension consulting or related-adviser relationships in the available profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices