# The J.R. Baker Group

The J.R. Baker Group is a RIA based in Buellton, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Buellton, United States
- **Region:** North America
- **Address:** Tulsa, OK, United States
- **Assets under management:** Undisclosed
- **Website:** https://jrbaker.com

## Regulatory record

- **CRD number:** 132931
- **SEC file number:** 801-69427
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132931

## About

The J R Baker Group is an SEC-registered investment adviser in Buellton, CA. It manages approximately $33 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Sectors

- Real Estate

## People

- James R. Baker — Principal

## Questions

### Who makes investment decisions at The J.R. Baker Group?

James R. Baker serves as the principal decision-maker, with day-to-day management handled through an affiliated property management company. The office has not publicly announced a formal succession plan or the involvement of next-generation family members in investment committee roles.

### What type of real estate does The J.R. Baker Group target?

The portfolio concentrates on grocery-anchored neighborhood and community shopping centers in secondary and tertiary markets. The office also holds suburban office buildings and raw land parcels positioned for retail or mixed-use development, with a preference for assets it can self-manage.

### Where are The J.R. Baker Group's properties located?

The portfolio is concentrated in Oklahoma, Arkansas, Kansas, and Missouri, with select assets extending into Texas. The office does not invest in coastal gateway markets and has maintained a deliberate focus on the Southern and Midwestern United States across multiple market cycles.

### Does The J.R. Baker Group accept outside capital or co-investors?

No. The office operates solely as a single-family investment vehicle and does not solicit or accept third-party capital. All acquisitions are funded with family equity, and the office has never launched a commingled fund or joint-venture structure for external limited partners.

### How is the property management function structured?

The J.R. Baker Group self-manages its portfolio through an affiliated operating entity, handling leasing, maintenance, and construction in-house. This vertically integrated model distinguishes the office from family offices that rely on third-party property managers or institutional operating partners.

## Related profiles

- [ACORN ADVISORY CAPITAL](https://altss.com/profile/acorn-advisory-capital-lp)

---

Last updated: 2026-07-06T01:24:26.934Z

Canonical page: https://altss.com/profile/the-j-r-baker-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology