Blasen Capital Markets Group, LLC

Blasen Capital Markets Group operates under the legal name Cambridge Digital Asset Group, LLC and provides ongoing portfolio management and pension consulting to pension/profit‑sharing plans, high‑net‑worth individuals, and institutional and organizational clients. The firm documents client objectives in investment policy statements and offers discretionary and non‑discretionary management and pension‑plan services such as manager selection and monitoring, while its Form ADV reports no assets under management as of October 2025 and a two‑person advisory team.

CDAG constructs risk‑based model portfolios (Conservative, Moderate, Aggressive) and combines fundamental, quantitative, technical and modern portfolio theory analyses with a generally long‑term, buy‑and‑hold approach and periodic rebalancing. The firm may use higher‑risk techniques (short sales, margin, options) and also accepts performance‑based fee arrangements for qualified clients, a structure the brochure notes can create incentives toward riskier investments.

The brochure discloses several uncommon features for an investment manager, including affiliations with law practices, a broker‑dealer relationship (Finalis Securities LLC), and insurance‑agent activities that may generate commission income; these outside activities are identified as potential conflicts and are addressed through disclosure and supervision. It also discloses a prior retail‑fraud charge (resulting in a fine and probation, closed in 2020) and the use of hourly billing for certain consulting services—items that are relatively uncommon among peers.