$13.8M Total AUM
$13.8M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-16-2021
- Office Locations
- 1
Office Locations
-- Pflugerville TX
About Baskets Capital LLC
Baskets Capital LLC is a Pflugerville-based RIA. The firm has been operating for 5 years. Managing $13.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$13.8M AVG AUM / ADVISOR
$287.9K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Ridge Quantum north
Client Personas
Zenith
Investment Themes
Signal catalyst Delta frontier
Investment Vehicles
Legacy oak Meridian foundation Insight
Services
Legacy Crest
Owner & Executives
Conner James Young
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6706822
- Ownership
- 75% or more
(373) 789-9659
pioneer.pioneer@valuecapital.com
in linkedin.com/in/momentum-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,817,389 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,817,389 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,817,389
Equity - Exchange:
20.6% Cash:
27.6% Corporate - Investment Grade:
40.9% Municipal Bonds:
10.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,252,606,002 | 20.6% |
| Cash | $1,678,248,818 | 27.6% |
| Corporate - Investment Grade | $2,486,970,169 | 40.9% |
| Municipal Bonds | $662,786,672 | 10.9% |
| Total | $6,080,611,661 | 100.0% |