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- Custodian
- Charles Schwab & Company · Merrill Lynch · Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2010
- Office Locations
- 1
Office Locations
About BAS Capital
BAS Capital is a Memphis-based RIA. The firm has been operating for 16 years. Managing $117.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Reported data analysis
What the numbers show
Between March 29, 2011 and June 26, 2012, reported AUM increased 14.0%, from $35.4M to $40.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 42 clients, or 42 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full BAS Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRUCE ALLEN STEIN
President
- CRD
- #1721947
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,010,925 | $464,485 |
| Non-Discretionary | $0 | -- |
| Total | $117,010,925 | $464,485 |
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Separately Managed Accounts
SMA allocation detail is available
BAS Capital has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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