# Baker Jensen Investment Advisors, LLC

> Baker Jensen Investment Advisors, LLC is a state-registered investment advisory firm in San Clemente, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 115086
- Filed as: BAKER JENSEN INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Clemente, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115086
- AdvisorCensus page: https://advisorcensus.com/firm/baker-jensen-investment-advisors-llc-san-clemente-ca-115086

## Quick answers

**How is Baker Jensen Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Baker Jensen Investment Advisors, LLC 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 Jensen Investment Advisors, LLC located?**
Baker Jensen Investment Advisors, LLC's principal office is in San Clemente, CA, according to its Form ADV.

**Is Baker Jensen Investment Advisors, LLC registered with the SEC or a state?**
Baker Jensen Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 115086.

**How much does Baker Jensen Investment Advisors, LLC manage?**
Baker Jensen Investment Advisors, LLC reports $38,900,791 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (96% discretionary).

**What types of clients does Baker Jensen Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); individuals (other than high net worth individuals) (22); corporations or other businesses not listed above (3).

**Does Baker Jensen Investment Advisors, LLC 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/115086

## 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: $38,900,791
- Discretionary: $37,489,147
- Non-discretionary: $1,411,644

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $3,952,209 |
| High net worth individuals | 31 | $29,807,826 |
| 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) | 2 | $1,411,644 |
| 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 | 3 | $3,729,112 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @sportfishingfinancial
- LinkedIn @rickjensensfg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baker Jensen Investment Advisors, LLC (CRD 115086): Form ADV filing data as of October 2026.