Based Capital Wealth LLC

Overview

Based Capital Wealth LLC is an independent, individual-owned registered investment adviser operating as an LLC that focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family investors. The firm charges clients through a mix of percentage-of-AUM and fixed-fee arrangements. The adviser does not position itself as a capital allocator and is not flagged as an active ESG investor. It is not a multi-state or newly formed adviser and does not identify as a pension consultant or related adviser. Advisory activity is concentrated on discretionary portfolio management.

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Location & Offices