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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison matrix
- Established Date
- 09-24-2024
- Office Locations
- 1
Office Locations
About Based Capital Wealth LLC
Based Capital Wealth LLC is a registered investment adviser based in Durham, NC, providing discretionary portfolio management and financial advisory services for qualified and non-qualified accounts. The firm pursues active, equity-oriented strategies using individual stocks and ETFs, ranging from capital preservation to higher-growth mandates. Custody is reported with Charles Schwab, and the adviser is registered in NC, CA, WA, and FL.
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Owner & Executives
MALACHY Ernest JOYCE
Chief Compliance Officer, Managing Member
- CRD
- #2804494
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Mathew Philip Richard
--
- CRD
- #8022459
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $111,792,299 | 35.8% |
| Equity - Exchange | $39,033,624 | 12.5% |
| Corporate - Investment Grade | $55,583,881 | 17.8% |
| U.S. Government/Agency | $105,859,189 | 33.9% |
| Total | $312,268,993 | 100.0% |