Baker Tilly Capital, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Madison, Wisconsin
CRD number
115333
Registered since
November 15, 2001

Firm profile

FINTRX

Overview

Baker Tilly Capital, LLC is organized as a limited liability company and has been SEC-registered since 2001. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser that manages client assets. Ownership is listed as a mix of a domestic entity and an individual. The available records show limited disclosure about client segments, fee schedules, or ongoing advisory activities. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and does not report multi-state adviser status or pension consulting activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Barbara Olson

    Barbara Olson

    Chief Compliance OfficerCRD 6715742

Contacts

3 of 25
  • Kelly Baumbach

    Kelly Baumbach

    Executive Manager DirectorCRD 3277458

  • Scott Burack

    Scott Burack

    DirectorCRD 4100569

  • Michael Demers

    Michael Demers

    Managing DirectorCRD 2921120

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
4807 Innovate Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth