Basilic
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,845,446
This total excludes 13 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$205,050
About
The firm provides portfolio management, financial planning, pension consulting, and specialized Bitcoin financial services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. Offerings include written Investment Policy Statements, ongoing portfolio management and monitoring, retirement plan consulting, and Bitcoin custody, research and education delivered in coordination with third-party service providers.
The firm implements client strategies using both discretionary and non-discretionary arrangements documented in client contracts, employing methods such as modern portfolio theory, quantitative and fundamental analysis, and technical charting across mutual funds, ETFs, fixed income, equities and alternative investments. For digital-asset work it partners with third-party providers (including a multi-signature custody partner) and uses investment signaling models and third-party advisers to inform trading and custody arrangements.
Noteworthy differences from many peers include an explicit role in fund-level activity and syndication tied to private credit and bitcoin-related ventures, and a stated affiliation with insurance licensure for the principal, each disclosed as outside business activities. The firm also offers pension consulting that integrates an internet-based recordkeeping platform and trust custodian arrangements—services and vendor integrations that are less common among independent advisers of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Retired
Demographic focus
HENRY (High Earners, Not Rich Yet)
Fee options
Financial planning fixed fees between $1,000 and $5,000; continuous planning services $1,000/year; Bitcoin financial services flat annual fees ranging from $0 to $3,000 depending on model; Pension consulting fixed fees between $0 and $5,000 for plan creation and $0 to $2,000 for ongoing maintenance
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$425 per hour, negotiable
Account minimum: No account minimum for any of BAS’s services
Main office location
Basilic
3700 N Franklin St., Suite 2
Denver CO 80205, United States
Number of offices
1
Most active in
Basilic has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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