A complete list of active advisors currently associated with Basic Capital Advisors LLC
Warmer can help you find a great advisor at Basic Capital Advisors LLC or one who fits your needs even better.
Basic Capital Advisors provides investment advisory and retirement-plan consulting services to pension and profit-sharing plans, including 401(k) and 403(b) arrangements. The firm advises plan sponsors, trustees, and investment committees and assists with developing and implementing ERISA-compliant investment policy statements. The firm’s stated investment approach emphasizes low-fee, broadly diversified, long-term passive strategies with dollar-cost averaging to manage risk and return, and it monitors recommended investment options on a quarterly basis. It prepares performance reports from custodian and recordkeeper statements and distinguishes between non-discretionary advice to sponsors/participants and discretionary management when delegated by a plan fiduciary under ERISA §3(38). Noteworthy for an independent advisory firm, Basic Capital discloses it may receive commissions for plan assets invested in insurance policies or annuity contracts at a plan sponsor’s direction, and it explicitly offers pension consulting services and ERISA fiduciary roles that are less common among peers. The brochure also notes recent regulatory changes — the firm registered with New York State after withdrawing a broker-dealer application — and it reported zero regulatory assets under management as of December 31, 2025.
To learn more about the advisors currently working at Basic Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brooklyn, NY
| 6
| |
New York, NY
| —
|
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