Baring Financial LLC

RIASEC Registered
Total AUM
$210M
Discretionary
$210M
100% of AUM
Avg account
$207K
Accounts
1,014
Employees
3
Advisory reps
2

Firm details

Headquarters
Bellingham, Washington
CRD number
173761
Registered since
December 9, 2021
Website
www.barings.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI58.59%
  • Individuals41.41%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Baring Financial LLC is an independent, owner-operated limited liability RIA that registered with the SEC in 2021. The firm focuses on individuals and families, operating as a capital allocator that selects external managers in addition to providing in-house advice. Its client-facing work centers on financial planning and portfolio management for individuals and small businesses, along with selection-of-adviser services and pension consulting. Compensation is a percentage-of-AUM fee model. The firm is not an active ESG investor and lists industry affiliations that include accounting and insurance firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 24%, US Government Bonds 6%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities24%
  • US Government Bonds6%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities1%

Contacts

2 of 2

  • Melvin Danson

    PresidentCRD 4231528

  • Elise Williams

    Elise Williams

    Investment Advisory RepresentativeCRD 7489699

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$147M in ETFs

Passive

85%

$124M

Active

8%

$22.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$19M24,80612.95%
Unlock additional holdings →

Location

Primary office

Bellingham, WA

Whatcom

Location

Bellingham, WA

Headquartered in Bellingham, WA, in the West of the United States.

Region
West
County
Whatcom
Address
1310 10th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth