# Baker & Company Advisory Group Inc

> Baker & Company Advisory Group Inc is a state-registered investment advisory firm in Decatur, IL, registered since 1993, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 23, 2024.

- CRD: 123671
- Filed as: BAKER & COMPANY ADVISORY GROUP INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Decatur, IL
- Filing period: October 2026
- Form ADV filing dated: May 23, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123671
- AdvisorCensus page: https://advisorcensus.com/firm/baker-and-company-advisory-group-inc-decatur-il-123671

## Quick answers

**How is Baker & Company Advisory Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Baker & Company Advisory Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Baker & Company Advisory Group Inc located?**
Baker & Company Advisory Group Inc's principal office is in Decatur, IL, according to its Form ADV.

**Is Baker & Company Advisory Group Inc registered with the SEC or a state?**
Baker & Company Advisory Group Inc is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 123671.

**How much does Baker & Company Advisory Group Inc manage?**
Baker & Company Advisory Group Inc reports $7,000,000 in regulatory assets under management in its Form ADV filing dated May 23, 2024 (100% discretionary).

**What types of clients does Baker & Company Advisory Group Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does Baker & Company Advisory Group Inc 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/123671

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,000,000
- Discretionary: $7,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $7,000,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 1993 (33 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bakeradvisorygroup.com](https://bakeradvisorygroup.com)
- Facebook @BAKER-COMPANY-ADVISORY-GROUP-INC-116883449022056

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baker & Company Advisory Group Inc (CRD 123671): Form ADV filing data as of October 2026.