$51.6M Total AUM
$51.6M Disc. AUM
-- 3Y CAGR
1 Employees
276 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 06-24-2014
- Office Locations
- 1
Office Locations
5732 Coventry Lane Fort Wayne IN
About Bassett Financial Advisors
Bassett Financial Advisors is a Fort Wayne, IN-based, fee-only RIA providing ongoing financial planning and tailored portfolio management aligned to each client’s cash flow needs, tax situation, and risk tolerance. The firm emphasizes education (“heart of a teacher”) and builds on Ramsey Solutions’ goal of financial peace. Portfolios primarily use ETFs, with Charles Schwab as a key custodian.
Team overview
59 AVG AGE
$51.6M AVG AUM / ADVISOR
$187.0K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Foundation
Custodian
Peak capital
Investment Themes
Vertex bridge Atlas
Investment Vehicles
Ridge atlas
Platform
Matrix
Services
Horizon Focus insight Unison capital Fusion north Ember vital Capital Capital glacier
Technology
Element
Owner & Executives
MARTIN MARSHALL BASSETT III
Founder, Owner
- CRD
- #4330477
- Ownership
- 75% or more
(802) 377-7201
oak.element@embercapital.com
in linkedin.com/in/optima-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,600,000
Equity - Exchange:
26.3% Equity - OTC:
16.8% Cash:
23.5% Municipal Bonds:
33.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,068,389,488 | 26.3% |
| Equity - OTC | $682,469,331 | 16.8% |
| Cash | $954,644,600 | 23.5% |
| Municipal Bonds | $1,356,814,026 | 33.4% |
| Total | $4,062,317,445 | 100.0% |