B
$117.0M Total AUM
$117.0M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
16 yrs Firm Age
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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
-- Memphis TN
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.
Team overview
-- AVG AGE
$117.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
16.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
B
BRUCE ALLEN STEIN
President
- CRD
- #1721947
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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