BELLINGHAM, WACRD 173761Latest ADV February 11, 2026
Baring Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellingham, WA. Its latest Form ADV filing, dated February 11, 2026, reports $210M in regulatory assets under management, 3 employees, and 1,014 accounts.
Assets Under Management
$210M
Employees
3
Offices
--
Total Clients
483
Primary office
BELLINGHAM, WA
1310 10TH ST, SUITE 101, BELLINGHAM, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.8% of total clients.
Top client categories% of clientsClients
1
Individuals
88.8%
429
2
HNWI
11.2%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of February 11, 2026
Discretionary100.0%
$210M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$210M
Total Accounts1,014
10Y AUM Change+$99M (+89.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee161:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.