Bakeravenue
San Francisco, CA·SEC-registered · CRD #132657
Bakeravenue is an SEC-registered investment advisory firm in San Francisco, CA managing $5.1B across 3.9k client accounts, with 29 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.1B
Client accounts
3.9k
Advisory staff
29
Fee model
Fee-based
How Bakeravenue is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Bakeravenue
How much does Bakeravenue manage?
Per its most recent SEC Form ADV filing (06/11/2026), Bakeravenue reports $5.1B in regulatory assets under management across roughly 3.9k client accounts.
How does Bakeravenue charge?
Bakeravenue is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bakeravenue a fiduciary?
Yes. Bakeravenue is registered with the U.S. Securities and Exchange Commission (CRD #132657), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bakeravenue taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bakeravenue and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Bakeravenue's public SEC Form ADV filing (CRD #132657, filed 06/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bakeravenue. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bakeravenue? Claim this profile.