Based Capital Wealth LLC

Overview

Based Capital Wealth LLC is an independent, individually owned registered investment adviser organized as an LLC that provides portfolio management for individuals and small businesses. The firm bills clients using a combination of percentage-of-AUM fees and fixed fees. Its client base is focused on individuals and families rather than institutional or pension clients. Based Capital Wealth does not position itself as an ESG-focused investor, and it is not described as a multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives