BAYNES FINANCIAL LLC

Overview

Baynes Financial LLC is a small, independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and small institutions. The firm operates primarily as a capital allocator, advising clients on portfolio construction while selecting third-party managers when appropriate. Baynes Financial leans toward equity exposure and delivers services on both a percentage-of-AUM basis and through hourly or fixed-fee engagements. Its advisory activity includes financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and client education through periodic publications and workshops. The firm is not an active ESG investor and lists an insurance company affiliation among its industry ties.

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Public Holdings

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Location & Offices