# Baczkowski & Company

> Baczkowski & Company is a state-registered investment advisory firm, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 2, 2024.

- CRD: 122327
- Filed as: BACZKOWSKI & COMPANY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: January 2, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122327
- AdvisorCensus page: https://advisorcensus.com/firm/baczkowski-and-company-122327

## Quick answers

**How is Baczkowski & Company compensated?**
On its Form ADV (Item 5.E, October 2026), Baczkowski & Company reports these compensation arrangements: a percentage of assets under its management.

**Is Baczkowski & Company registered with the SEC or a state?**
Baczkowski & Company is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 122327.

**How much does Baczkowski & Company manage?**
Baczkowski & Company reports $1,504,439 in regulatory assets under management in its Form ADV filing dated January 2, 2024 (100% discretionary).

**What types of clients does Baczkowski & Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Baczkowski & Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122327

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,504,439
- Discretionary: $1,504,439
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,504,439 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baczkowski & Company (CRD 122327): Form ADV filing data as of October 2026.