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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-23-2012
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between September 26, 2025 and February 20, 2026, reported AUM increased 21.2%, from $700.6M to $848.8M.
Across 5 reported observations, AUM increased 43.8% between February 2, 2022 and February 20, 2026, from $590.4M to $848.8M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 2 advisory representatives and 139 clients, or 69.5 clients per representative. That equates to $6.1M in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bason Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES DANIEL OSBORNE
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4907938
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MCKENZIE LYNN EBBESEN
Certified Financial Planner
- CRD
- #5482156
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Bason Asset Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.