AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocal

Baird Strategas LLC

Baird Strategas LLC is a fee-only, SEC-registered investment adviser in New York, New York, registered with the SEC since 2019. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #149326 · SEC #801-116875 · SEC-registered since 2019 (7 yrs) · Last filing data January 1, 2026

AUM
Not reported

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
490

Form ADV 5.C (may be institutional)

Employees
50

15 advisers

Overview

AI-generated summary

Baird Strategas LLC is a fee-only, SEC-registered investment adviser based in New York, New York. It did not report regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
149326
SEC #
801-116875
Headquarters
New York, NY
Employees
50

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only. The firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Disclosures

Baird Strategas LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Baird Strategas LLC a fiduciary?+

Yes. Baird Strategas LLC is an SEC-registered investment adviser (CRD #149326), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Baird Strategas LLC compensated?+

Baird Strategas LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Baird Strategas LLC manage?+

Baird Strategas LLC did not report regulatory assets under management on its most recent Form ADV. See the SEC IAPD record for details.

Does Baird Strategas LLC have any disclosures?+

Baird Strategas LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Baird Strategas LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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