BAKER ELLIS ASSET MANAGEMENT LLC
CRD #121802 SEC #801-61479 VANCOUVER, WA 503-227-5778
SEC Registered
Total AUM
$874.2M
Discretionary
$874.2M
Employees
5
Clients
25
Accounts
349
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $874.2M | $874.2M | $0 | 5 | 0 |
| Feb 2024 | $792.1M | $792.1M | $0 | 5 | 0 |
| Oct 2023 | $750.6M | $750.6M | $0 | 7 | 1 |
| Mar 2023 | $750.6M | $750.6M | $0 | 7 | 1 |
| Jan 2023 | $750.6M | $750.6M | $0 | 7 | 1 |
| Apr 2022 | $751.2M | $751.2M | $0 | 8 | 1 |
| Feb 2022 | $751.2M | $751.2M | $0 | 8 | 1 |
| Feb 2021 | $571.7M | $571.7M | $0 | 7 | 1 |
| Jun 2020 | $590.3M | $590.3M | $0 | 7 | 1 |
| Feb 2020 | $590.3M | $590.3M | $0 | 7 | 1 |
| Dec 2019 | $585.9M | $577.9M | $8M | 6 | 1 |
| Jul 2019 | $585.9M | $577.9M | $8M | 6 | 1 |
| Mar 2019 | $585.9M | $577.9M | $8M | 6 | 1 |
| Jun 2018 | $574.2M | $566.6M | $7.6M | 7 | 1 |
| Mar 2018 | $574.2M | $566.6M | $7.6M | 7 | 1 |
| Feb 2017 | $512M | $512M | $0 | 7 | 300 |
| Mar 2016 | $451.4M | $451.4M | $0 | 7 | 300 |
| Feb 2015 | $467.2M | $467.2M | $0 | 6 | 300 |
| Feb 2014 | $466.9M | $466.9M | $0 | 6 | 300 |
| Mar 2013 | $398M | $398M | $0 | 5 | 300 |
| Jan 2012 | $358.7M | $352.8M | $5.9M | 1 | 300 |
| Jan 2011 | $346M | $342M | $4M | 5 | -- |
| May 2010 | $301M | $293M | $8M | 5 | -- |
| Mar 2010 | $301M | $293M | $8M | 5 | -- |
| Jan 2010 | $301M | $293M | $8M | 5 | -- |
| Jan 2008 | $331M | $320M | $11M | 5 | -- |
| Jan 2007 | $260M | $256.1M | $3.9M | 5 | -- |
| Jan 2006 | $164M | $155M | $9M | 5 | -- |
| Jan 2006 | $164M | $155M | $9M | 5 | -- |
| Sep 2005 | $91.8M | $85.8M | $6M | 5 | -- |
DateMar 2025
Total AUM$874.2M
Discretionary$874.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$792.1M
Discretionary$792.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$750.6M
Discretionary$750.6M
Non-Disc.$0
Employees7
Clients1
DateMar 2023
Total AUM$750.6M
Discretionary$750.6M
Non-Disc.$0
Employees7
Clients1
DateJan 2023
Total AUM$750.6M
Discretionary$750.6M
Non-Disc.$0
Employees7
Clients1
DateApr 2022
Total AUM$751.2M
Discretionary$751.2M
Non-Disc.$0
Employees8
Clients1
DateFeb 2022
Total AUM$751.2M
Discretionary$751.2M
Non-Disc.$0
Employees8
Clients1
DateFeb 2021
Total AUM$571.7M
Discretionary$571.7M
Non-Disc.$0
Employees7
Clients1
DateJun 2020
Total AUM$590.3M
Discretionary$590.3M
Non-Disc.$0
Employees7
Clients1
DateFeb 2020
Total AUM$590.3M
Discretionary$590.3M
Non-Disc.$0
Employees7
Clients1
DateDec 2019
Total AUM$585.9M
Discretionary$577.9M
Non-Disc.$8M
Employees6
Clients1
DateJul 2019
Total AUM$585.9M
Discretionary$577.9M
Non-Disc.$8M
Employees6
Clients1
DateMar 2019
Total AUM$585.9M
Discretionary$577.9M
Non-Disc.$8M
Employees6
Clients1
DateJun 2018
Total AUM$574.2M
Discretionary$566.6M
Non-Disc.$7.6M
Employees7
Clients1
DateMar 2018
Total AUM$574.2M
Discretionary$566.6M
Non-Disc.$7.6M
Employees7
Clients1
DateFeb 2017
Total AUM$512M
Discretionary$512M
Non-Disc.$0
Employees7
Clients300
DateMar 2016
Total AUM$451.4M
Discretionary$451.4M
Non-Disc.$0
Employees7
Clients300
DateFeb 2015
Total AUM$467.2M
Discretionary$467.2M
Non-Disc.$0
Employees6
Clients300
DateFeb 2014
Total AUM$466.9M
Discretionary$466.9M
Non-Disc.$0
Employees6
Clients300
DateMar 2013
Total AUM$398M
Discretionary$398M
Non-Disc.$0
Employees5
Clients300
DateJan 2012
Total AUM$358.7M
Discretionary$352.8M
Non-Disc.$5.9M
Employees1
Clients300
DateJan 2011
Total AUM$346M
Discretionary$342M
Non-Disc.$4M
Employees5
Clients--
DateMay 2010
Total AUM$301M
Discretionary$293M
Non-Disc.$8M
Employees5
Clients--
DateMar 2010
Total AUM$301M
Discretionary$293M
Non-Disc.$8M
Employees5
Clients--
DateJan 2010
Total AUM$301M
Discretionary$293M
Non-Disc.$8M
Employees5
Clients--
DateJan 2008
Total AUM$331M
Discretionary$320M
Non-Disc.$11M
Employees5
Clients--
DateJan 2007
Total AUM$260M
Discretionary$256.1M
Non-Disc.$3.9M
Employees5
Clients--
DateJan 2006
Total AUM$164M
Discretionary$155M
Non-Disc.$9M
Employees5
Clients--
DateJan 2006
Total AUM$164M
Discretionary$155M
Non-Disc.$9M
Employees5
Clients--
DateSep 2005
Total AUM$91.8M
Discretionary$85.8M
Non-Disc.$6M
Employees5
Clients--