Baker Ellis Asset Management LLC

Overview

Baker Ellis Asset Management LLC is an SEC registered investment adviser based in Vancouver, WA, registered since 2002. It reports $1B in assets under management across 343 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$1B

Discretionary

100%

Accounts

343

Average account

$3.1M

Employees

5

Advisory reps

5

Registered since

2002

Jurisdictions

6

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Patricia Anne Watson Chief Compliance Officer, Head of Operations CRD 6802364
• Barnes Cleland Ellis Member CRD 2662688
• Brian Christian Baker Member CRD 1936839

Advisory reps 3 of 5

• Brian Christian Baker Investment Adviser Rep CRD 1936839
• Barnes Cleland Ellis Investment Adviser Rep CRD 2662688
• John Beckley Groh Sr. Investment Adviser Rep CRD 2525437

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

805 Broadway St Ste 400
Vancouver, WA 98660

County

Clark

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: bakerellis.com

Every state, with registration dates

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