BAS Capital

Overview

BAS Capital is a small, privately held advisory corporation that focuses on wealth management for individuals and families. The firm reports fee arrangements that include a percentage-of-assets component and performance-based fees. Its ADV lists portfolio management for individuals and small businesses and pension consulting services among its advisory activities. BAS Capital identifies as an equity-preferring adviser and does not describe itself as an active ESG investor or a multi-state adviser. The firm is owned by an individual and operates with a concentrated client base rather than as a broad capital allocator. Its public filings classify it as unclassified and indicate it manages client relationships directly rather than operating as a large institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives