$848.8M Total AUM
$845.9M Disc. AUM
-- 3Y CAGR
2 Employees
139 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier zenithBeacon vital
- Established Date
- 11-23-2012
- Office Locations
- 2
Office Locations
1302 Platte Falls RD Suite D PMB 344 Platte City MO
355 S. Teller St. Suite 200 Lakewood CO
About Bason Asset Management
Bason Asset Management is a flat-fee, fee-only asset manager based in Lakewood, Colorado serving clients nationwide. The firm combines financial planning with tax-efficient, cost-effective portfolio management emphasizing low costs, passive (index) investing, and ongoing tax management, with each client’s investment policy aligned to personal financial goals. Custody includes Charles Schwab & Co.
Team overview
38 AVG AGE
$424.4M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
10.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Wave beacon
Client Personas
Momentum timber
Custodian
Horizon quantum
Investment Themes
Pioneer frontier Pathway fusion
Investment Vehicles
Vector
Services
Foundation radial Harbor Vertex Pathway Frontier Catalyst Foundation quantum
Technology
Prime alpha Delta focus
Owner & Executives
JAMES DANIEL OSBORNE
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4907938
- Ownership
- 75% or more
(896) 737-9535
alpha.pathway@summitcapital.com
in linkedin.com/in/alpha-timber
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M
MCKENZIE LYNN EBBESEN
Certified Financial Planner
- CRD
- #5482156
(807) 938-4495
ridge.matrix@focuscapital.com
in linkedin.com/in/signal-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $845,906,132 | $1,049,511 |
| Non-Discretionary | $2,898,000 | $85,235 |
| Total | $848,804,132 | $1,010,481 |
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Separately Managed Accounts
Total SMA Asset: $848,804,132
Public Funds:
15.0% Equity - Exchange:
20.4% Cash:
9.2% Corporate - Investment Grade:
20.1% Equity - OTC:
17.2% U.S. Government/Agency:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,033,230,697 | 15.0% |
| Equity - Exchange | $1,405,193,748 | 20.4% |
| Cash | $633,714,828 | 9.2% |
| Corporate - Investment Grade | $1,384,529,134 | 20.1% |
| Equity - OTC | $1,184,771,200 | 17.2% |
| U.S. Government/Agency | $1,246,765,042 | 18.1% |
| Total | $6,888,204,649 | 100.0% |