Gregory Howard Smith
Investment adviser representative at Baer Investment Advisory LLC
20 yearsExperience
2 statesRegistered in
$119MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Baer Investment Advisory LLCJan 2022 to now
- Century Gorge, Inc.Aug 2012 to now
- Birch Run Capital Advisors, LPMay 2006 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Baer Investment Advisory LLC
$119MAssets managed
80Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3170511
- Firm CRD
- 152063