Fee-only adviser · Vancouver, WA
Baker Ellis Asset Management LLC
Baker Ellis Asset Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Vancouver, Washington. On its latest Form ADV, filed August 11, 2026, it reports $1.0B in regulatory assets under management, 334 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 121802 · SEC file 801-61479 |
| Office | 805 Broadway ST. Suite 400 Vancouver, WA 98660 |
| Phone | (503) 227-5778 |
| Website | www.bakerellis.com |
| Regulatory assets under management | $1.0B |
| Individual clients | 196 non-high-net-worth, 138 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Vancouver
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- Momentous Wealth Management, Inc. $410M
- Sloy, Dahl & Holst, LLC $1.8B
- Cairn Wealth Management $385M
- Columbia River Financial Group $195M
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