BA GLOBAL CAPITAL

RIASEC Registered
Total AUM
$40K
Discretionary
$40K
100% of AUM
Avg account
$20K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
NEWARK, New Jersey
CRD number
316753
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ba Global Capital operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses on providing a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Ba Global Capital caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees. While the firm does not engage in active ESG investing, it positions itself as a capital allocator, indicating a strategic approach to investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, US Government Bonds 14%, Cash & Cash Equivalents 1%85%
  • Exchange Traded Equities85%
  • US Government Bonds14%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Isaiah Adams

    CIO, PrincipalCRD 7144059

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWARK, NJ

ESSEX

Location

NEWARK, NJ

Headquartered in NEWARK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
625 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth