Thomas Michael Dowd
Financial advisor at Bakeravenue · Alpharette, GA
Last updated 2026-10-10
Claim your profileThomas Michael Dowd is a financial advisor at Bakeravenue in Alpharette, GA, CRD 2978210. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2004-05-12.
Registration
- CRD number
- 2978210
- Registration status
- Active
- IAPD registration
- 2004-05-12
- Industry Experience
- 22 years
- Work Experience
- 29 years
- States registered
- GA
Licenses and exams
- Series 63
- Series 66
Work history
- 2019-08 to 2020-08 · Fisher Investments · Camas, WA
- 2020-09 to 2026-02 · Crawford Investment Counsel, Inc · Atlanta, GA
- 2026-04 to Present · Baker Avenue Asset Management, LP · Alpharette, GA
- 2004-03 to 2019-07 · Strategic Advisors Inc · Atlanta, GA
- 1997-10 to 2019-07 · Fidelity Brokerage Services, Inc. · Atlanta, GA
Current employment
- Bakeravenue · San Francisco, CA
Bakeravenue
- Regulatory AUM
- $5,086,036,641
- Registered advisors
- 35
- Offices
- 11
- Clients per advisor
- 29.3 (Low)
- Average AUM per client
- $5M (Moderate)
- High-net-worth client ratio
- 69.9% (High)
Bakeravenue: advisors, services and reported ETF investments
About
Thomas Michael Dowd is a financial advisor at Bakeravenue in Alpharette, GA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 22 years of industry experience and 29 years of reported work history. Reported roles include Baker Avenue Asset Management, LP, Crawford Investment Counsel, Inc, Fisher Investments, Strategic Advisors Inc.
Bakeravenue's firm-level Form ADV reports 35 advisors across 11 offices; approximately 29.3 clients per advisor, average assets per client of $4,966,833, and regulatory AUM of $5.1B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Publication of Periodicals or Newsletters, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $2B across 183 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Thomas Michael Dowd personally.
Reported ETF positions
Bakeravenue reports 183 ETF positions worth $2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VB — Vanguard Morningstar Small-Cap ETF | $119.4M |
| IVV — iShares Core S&P 500 ETF | $107.9M |
| BND — Vanguard Total Bond Market ETF | $100.6M |
| IWF — iShares Russell 1000 Growth Fund | $96.9M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $96.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Bakeravenue's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | FELC — Fidelity Enhanced Large Cap Core ETF | $220.9K | Top 99.6% | Peer conviction 77.5% · Active return +3.45% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $107.9M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $1.9M | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $433.3K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Bakeravenue on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
Alpharette, GA
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 415-986-1110
- Website: bakerave.com
Official record
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