Baird Strategas Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 490
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 50
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 26 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 19 | $0 | — |
| Pension and profit sharing plans | 6 | $0 | — |
| Charitable organizations | 7 | $0 | — |
| State or municipal government entities | 9 | $0 | — |
| Other investment advisers | 414 | $0 | — |
| Insurance companies | 6 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 2 | $0 | — |
| Corporations and other businesses | 1 | $0 | — |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Gregory Bohnsack | President / Coo | Sep 2008 (18y) | Less than 5% | |
| Rissmiller, Donald James | Vice Chairman / Principal | Sep 2008 (18y) | Less than 5% | |
| Totoro, Michael A | Chief Technology Officer | Sep 2008 (18y) | Less than 5% | |
| Trennert, Jason Richard | Chairman / Ceo | Sep 2008 (18y) | Less than 5% | |
| Godofsky, Mark David | Finop / Cfo | Dec 2009 (17y) | Less than 5% | |
| Gabay, Eileen Margaret | Chief Compliance Officer | Nov 2010 (16y) | Less than 5% | |
| Booth, Steven Gregory | Director | Jan 2018 (9y) | Less than 5% | |
| Langenfeld, Jon, A | Director | Jan 2018 (9y) | Less than 5% | |
| Gerald Hendricks | Registered representative | Feb 2021 (5y) | ||
| Ricardo Lopez | Registered representative | Apr 2025 (1y) | ||
| Michael P Hurley | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Baird Financial Corporation | Shareholder | Jan 2018 | A | 75% or more |
| Baird Financial Group, Inc | Shareholder | Jan 2018 | B | ≈ 56.25% – 100% via Baird Financial Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Baird Financial Group, Inc: 75% – 100% of Baird Financial Corporation × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • HARD DOLLAR PAYMENT FOR RESEARCH
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗