Brieanna Rain Ford

Employer firm

Bakeravenue CRD 132657

$5.09B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → 03/2025
  Capital Advantage, Inc.
  Walnut Creek, CA
• 05/2019 → 05/2023
  First Republic
  Walnut Creek, CA
• 07/2013 → 05/2019
  Park Tavern
  San Francisco, CA
• 01/2016 → 12/2018
  California State East Bay
  Hayward, CA
• 01/2010 → 01/2018
  City College Of San Francisco
  San Francisco, CA
• 03/2025 → 04/2026
  Conquis Financial Llc
  Millbrae, CA
• 05/2026 → Present
  Baker Avenue Asset Management Lp
  San Francisco, CA

Previous Registrations

• 2025-04-04 → 2026-04-23
  Conquis Financial Llc
  Millbrae, CA
• 2023-10-20 → 2025-03-31
  Capital Advantage, Inc.
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-03

Designations

• Certified Financial Planner

Other Names

• Brieanna Rain Setterholm