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 is classified as an investment bank. The firm has been SEC-registered since 2001 and is owned by a combination of a domestic entity and individuals. Public-facing information about the firm’s specific business lines, advisory services, client segments, and fee schedules is not disclosed in the source material. Available regulatory-designation data indicate Baker Tilly Capital does not operate as a capital allocator, is not identified as an active ESG investor, is not designated a multi-state adviser, and does not serve as a pension consultant. Those flags suggest the firm’s role is focused on investment banking activities rather than on multi-state advisory or asset-management responsibilities.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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
  • Gregory Shirey

    Gregory Shirey

    Sr. ManagerCRD 3097433

  • Thomas Walker

    Thomas Walker

    Investment Banking AnalystCRD 8170170

  • Scott Burack

    Scott Burack

    DirectorCRD 4100569

Unlock 22 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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