B
CRD: 313393
Baskin Financial Planning
Colorado Springs, CO
7192031462
$29.3M Total AUM
$29.3M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2021
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About Baskin Financial Planning
Baskin Financial Planning is a Colorado Springs-based RIA. The firm has been operating for 5 years. Managing $29.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
25 AVG AGE
$29.3M AVG AUM / ADVISOR
$563.6K 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
Element Foundation pathway
Client Personas
Fusion
Investment Themes
Wave Bridge element Crest
Investment Vehicles
Summit Alpha
Services
Summit Harbor crest Delta Vertex zenith Beacon oak
Owner & Executives
Erik Baskin
Chief Compliance Officer, Founder
- CRD
- #7352859
- Ownership
- 75% or more
(405) 886-9380
vital.peak@primecapital.com
in linkedin.com/in/value-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,306,288 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,306,288 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,306,288
Public Funds:
22.1% Cash:
77.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,121,573,945 | 22.1% |
| Cash | $3,953,421,283 | 77.9% |
| Total | $5,074,995,228 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE EMBER | CAPITAL OPTIMA | 6QFY9PANG | PPZ | 9.47% | $16,599,206 |
| EAGLE CATALYST | ZENITH BEACON | WPXM0GJLS | MFI | 7.15% | $114,668,011 |
| RIDGE DELTA HARBOR | ATLAS HORIZON | 5ZW01FNY4 | CAOY | 7.74% | $47,291,527 |
| VERTEX ALPHA SIGNAL | OAK GLACIER | 1H1KT2LU4 | FVMTX | 6.55% | $16,481,216 |
| RIDGE VALUE | WAVE DELTA | DFS7H63BX | TFJ | 7.37% | $27,679,857 |
| PATHWAY CAPITAL OPTIMA | OAK NORTH | GLZ8BZ0H9 | BMM | 4.98% | $77,188,690 |
| UNISON DELTA | SUMMIT ZENITH | REDLVP8JA | HMGER | 11.61% | $65,965,938 |
| FUSION WAVE | CATALYST BEACON | 78UXMA6DX | LFY | 2.22% | $112,667,842 |