Aimee Hayden Baehr
Investment adviser representative at Ta Capital Management, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$438.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Ta Capital Management, LLCJan 2017 to now
- Total Alignment Wealth AdvisorsSep 2013 to now
- Ta Additional Administrative ServiceJan 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Ta Capital Management, LLC
$438.9MAssets managed
101Clients
4Advisers
12 yearsIn 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
- 4379743
- Firm CRD
- 169326