Baker Young Stockbrokers

What Baker Young Stockbrokers does

Baker Young is a privately owned, Adelaide-headquartered full-service private client stockbroking and investment advisory firm founded in 1985 by Alan Young AM and David Baker. Operating as Baker Young Limited (rebranded in 2020), the firm serves approximately 7,000 clients across five segments: private investors, high net worth individuals, self-managed superannuation funds (SMSFs), institutional investors, and ASX-listed companies, with $830M+ in funds under management.

The firm's service stack spans six integrated lines: domestic and international equities execution (with access to 28+ global markets, FIX connectivity, algorithmic trading, and smart order routing), personalised investment advice, Managed Discretionary Account (MDA) funds management, corporate advisory (IPOs, capital raisings, underwriting), accounting and SMSF administration delivered through the Capital Haus group, and a dedicated deceased estates service. Underlying execution technology is institutional-grade, sourced via a FINEX technology partnership.

Baker Young generates revenue through a mix of transaction commissions (equities execution), advisory and management fees (investment advice and MDA funds management), professional services fees (corporate advisory and accounting), with a sales-led, relationship-driven go-to-market anchored by direct advisor engagement and supplemented by content marketing through its Insights section. Ownership remains concentrated in the founding Young and Baker families, and the firm operates across three offices nationally following its 2024 expansion into Queensland.

Name

Baker Young Stockbrokers

Legal name

Baker Young Limited

Website

https://bakeryoung.com.au

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Stockbroking & Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Agency Equity Execution (Cash Equities) (FSACAFAA)

Keywords

• Stockbroking services
• Investment advisory
• Wealth management
• Funds management
• Corporate advisory

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Stockbroking Services: Execution fees and commissions from domestic and international equities trading for private investors, sophisticated clients, and institutions
2. Investment Advisory Fees: Personalised investment advice fees for portfolio management and financial planning services
3. Funds Management: Managed Discretionary Account (MDA) services providing professional portfolio management with direct share ownership, generating management fees based on assets under management
4. Corporate Advisory: Strategic corporate advisory and equity capital markets services including IPOs, capital raisings, and underwriting for ASX-listed and private companies
5. Accounting Services: Tax and accounting services including strategic tax planning, SMSF administration, and compliance delivered through Baker Young Accounting as part of Capital Haus group

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Baker Young is a privately owned, full-service stockbroking and investment firm that provides equities execution (domestic and across 28+ international markets), personalised investment advice, funds management through Managed Discretionary Accounts, corporate advisory for ASX-listed companies, accounting and SMSF administration, and deceased estate portfolio administration. The firm delivers these services via experienced advisers supported by institutional-grade execution infrastructure, including FIX connectivity, algorithmic trading, and smart order routing.

Product overview

Baker Young is a privately owned, full-service investment firm offering six integrated service lines: Domestic & International Equities Execution (with access to 28+ international markets and advanced algorithmic trading via FIX connectivity), Investment Advice (personalised portfolio guidance across all asset classes), Funds Management (Managed Discretionary Accounts with direct share ownership), Corporate Advisory (capital markets and equity raisings for ASX-listed and private companies), Accounting & SMSF Administration (tax planning and compliance integrated with investment advisory through the Capital Haus group), and Deceased Estates (portfolio administration for estates). The firm serves private investors, high net worth individuals, self-managed superannuation funds, and institutional clients from its Adelaide headquarters and two additional offices nationally.

Differentiator

Problem solved

Functional benefit

Products and services

• Domestic & International Equities Execution Efficient execution of domestic and international equities with access to more than 28 international markets including the US, UK, Asia, and Europe, supported by advanced algorithmic trading solutions and FIX connectivity. Designed for private investors, sophisticated clients, and institutional clients seeking best execution across multiple lit and dark venues.
• Investment Advice Personalised investment advice tailored to individual needs, objectives, and circumstances, covering Australian and international equities, fixed interest, managed funds, ETFs, and portfolio construction across all asset classes. Targeted at individuals building wealth, planning for retirement, generating income, or managing existing portfolios.
• Funds Management
• Corporate Advisory Strategic corporate advisory and equity capital markets services including IPO support, equity capital raisings, underwriting, entitlement offers, corporate restructuring, and transaction execution for ASX-listed and private companies seeking growth capital, market expertise, and execution support.
• Accounting & SMSF Administration Strategic tax and accounting services for high net worth individuals and corporate clients including strategic tax planning, SMSF administration, portfolio tax management, CGT scheduling, and virtual CFO services, delivered through Baker Young Accounting as part of the Capital Haus group.
• Deceased Estates Sensitive and professional assistance to executors and beneficiaries in administering investment portfolios and shareholdings following the death of an estate holder, including valuation of share portfolios, transfer or sale of securities, registry management, and executor support.

Quantifiable outcome

• 40+ years of operating through multiple market cycles
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered supporting and core.

• FINEXsupportingTechnology or Integration · 27 April 2021FINEX Financial Service Guide and Trading Terms referenced in Baker Young's FSG documentation, suggesting a technology or execution partner relationship for trading services.
• Capital Haus GroupcoreStrategic or Co-development PartnerBaker Young Accounting operates as part of the Capital Haus group, providing integrated tax and accounting services alongside investment advisory. This partnership enables Baker Young to offer comprehensive financial services combining investment management with tax strategy and compliance.

Scale indicators4 records

Recent moves8 records

Expansion highlights4 records

Direct peers

• Shaw and Partners: Independent Australian full-service stockbroker and wealth manager with national offices offering execution, advice, funds management, and corporate advisory - directly comparable business model and client base.
• Ord Minnett: Privately owned Australian stockbroker and private wealth manager offering execution, investment advisory, and corporate advisory - very similar independent, multi-service model to Baker Young.
• Bell Potter Securities: Australian full-service retail and institutional broker offering equities execution, wealth management, and corporate advisory - directly competes with Baker Young in execution and private client wealth.
• Morgans Financial: Australian-owned full-service stockbroking and wealth management firm with national offices, offering execution, advice, MDA, and corporate advisory - closely mirrors Baker Young's integrated offering.
• Canaccord Genuity (Australia): Australian arm of Canaccord Genuity Group offering institutional equities execution, wealth management, and corporate advisory (IPOs/capital raisings) - competes for institutional execution and ECM mandates.
• Wilsons Advisory and Stockbroking: Australian independent advisory and stockbroking firm providing investment advice, portfolio management, and corporate advisory - direct comparable in the HNW and SMSF client segment.

Broad incumbents

• Macquarie Group (Wealth Management): Australia's largest wealth manager with full-service broking, funds management, and corporate advisory. Overlapping capabilities but vastly larger scale and broader product set than Baker Young.
• Perpetual Limited: Australian wealth manager with funds management, private wealth, and trustee services. Overlaps with Baker Young's MDA, investment advice, and SMSF-adjacent offerings at materially larger scale.

Emerging players

• SelfWealth: Australian online brokerage platform offering low-cost equities execution and CHESS-sponsored investing - targets the same retail investor base as Baker Young but with a digital-only model.
• CMC Markets (Australia): Global online trading platform with Australian operations offering equities and CFD execution - competes with Baker Young on execution pricing rather than advice-led relationships.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/baker-young-stockbrokers

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Baker Young Stockbrokers