Molly B Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
Molly B Investment Group reports 308 clients. They include 149 high-net-worth individuals, 114 individual clients, and 32 pension and profit-sharing plans. Of its assets, 100.0% ($335M across 628 accounts) are managed with discretion. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 10% |
| High-net-worth individuals | 48% | 73% |
| Pension and profit-sharing plans | 10% | 14% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 114 | $34.3M | 10.3% | $301K |
| High-net-worth individuals | 149 | $245M | 73.3% | $1.65M |
| Pension and profit-sharing plans | 32 | $47.3M | 14.1% | $1.48M |
| Charitable organizations | 6 | $2.8M | 0.8% | $467K |
| Corporations and other businesses | 7 | $5.12M | 1.5% | $732K |
| Total | 308 | $335M | 100% | $1.09M |
- Clients
- 114
- Regulatory AUM
- $34.3M
- AUM share
- 10.3%
- Avg. per client
- $301K
- Clients
- 149
- Regulatory AUM
- $245M
- AUM share
- 73.3%
- Avg. per client
- $1.65M
- Clients
- 32
- Regulatory AUM
- $47.3M
- AUM share
- 14.1%
- Avg. per client
- $1.48M
- Clients
- 6
- Regulatory AUM
- $2.8M
- AUM share
- 0.8%
- Avg. per client
- $467K
- Clients
- 7
- Regulatory AUM
- $5.12M
- AUM share
- 1.5%
- Avg. per client
- $732K
Total
- Clients
- 308
- Regulatory AUM
- $335M
- AUM share
- 100%
- Avg. per client
- $1.09M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Molly B Investment Group charges 0.20%–1.00% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.75% |
| $2M–$3M | 0.60% |
| $3M–$5M | 0.40% |
| $5M and above | 0.20% |
Fee details and sources
Other fees
- Alternative Investments
- Alternative asset management is charged at no more than 2% a year of the alternative assets held up to $15,000,000; fees over $15,000,000 are negotiable.
Molly Baer owns 75% or more of Molly B Investment Group. The leadership team of Molly B Investment Group includes Chief Compliance Officer Kenneth Baer. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Molly B Investment Group LLC
Molly Baer
Control person · since June 2014
Molly B Investment Group’s regulatory assets grew 1.8× from $188M (March 2021) to $335M (March 2026); clients rose from 275 to 308 and employees fell from 4 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $335M | 308 | 2 | 1 |
| Apr 2025April 2025 | $294M | 266 | 2 | 1 |
| Apr 2024April 2024 | $250M | 305 | 2 | 1 |
| Feb 2023February 2023 | $236M | 320 | 4 | 1 |
| Mar 2022March 2022 | $262M | 298 | 4 | 1 |
| Mar 2021March 2021 | $188M | 275 | 4 | 1 |
Besides its headquarters, Molly B Investment Group has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 101 Village Parkway, Building 1, Suite 200, MariettaHQ
Other business names
Molly B Investment Group has reported 1 other business name to the SEC.
- Baer Wealth
Contact and registration details
- Legal name
- Molly B Investment Group LLC
- Headquarters
- 101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067
- Website
- baerwealth.com
- Phone
- 770-984-2312
- @3344012
- SEC file
- 801-118667
- Founded
- 2000
- Structure
- Georgia LLC
- Fiscal year end
- December
Molly B Investment Group’s named custodians for separately managed accounts are Charles Schwab ($304M, 93%), Ascensus Trust ($14.1M, 4%) and Reliance Trust ($8.41M, 3%). Molly B Investment Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $304M93%
- Reliance TrustReliance Trust Company · Newark, NJ · $8.41M3%
- Ascensus TrustAscensus Trust · Fargo, ND · $14.1M4%
At year end, Molly B Investment Group’s separately managed accounts were mostly in funds (83%) and stocks (11%).
What the accounts hold
- Stocks11%
- Exchange-traded equities10%
- Non-exchange-traded equities1%
- Funds83%
- Bonds5%
- Cash1%
How many clients does Molly B Investment Group have?
Molly B Investment Group has 308 clients and manages $335 million for them, as of March 2026. They include 149 high-net-worth individuals, 114 individual clients, and 32 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Molly B Investment Group offer?
Molly B Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Molly B Investment Group charge?
Molly B Investment Group charges 0.20%–1.00% a year for its Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Source: ADV 2A SEC, filed 24 March 2026
Which custodians does Molly B Investment Group use?
Molly B Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $304M, Ascensus Trust (Fargo, ND), with $14.1M and Reliance Trust Company (Newark, NJ), with $8.41M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Molly B Investment Group have?
Molly B Investment Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Molly B Investment Group invest in?
At the end of its last fiscal year, Molly B Investment Group’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% U.S. government and agency bonds, 1% non-exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Molly B Investment Group?
Molly B Investment Group’s direct owner is Molly Baer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Molly B Investment Group get paid?
Molly B Investment Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Molly B Investment Group?
Molly B Investment Group’s main office is at 101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067. Its phone number is 770-984-2312. Its website is baerwealth.com.