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Matune Basile Advisors

Matune Basile Advisors. CRD 168073

M

CRD: 168073

Matune Basile Advisors

Hermitage, PA, 16148
7249776275
www.matunebasile.com
$342.6M Total AUM
$342.6M Disc. AUM
14.0% 3Y CAGR
5 Employees
264 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Vertex
Established Date
08-09-2013
Office Locations
1

Office Locations

295 N. Kerrwood Dr. Suite 102 Hermitage PA

About Matune Basile Advisors

Matune Basile Advisors is an independent fiduciary RIA in Hermitage, PA providing personalized financial planning and discretionary investment management for retail and institutional clients. Portfolios are implemented primarily with ETFs alongside mutual funds and high-quality fixed income/cash as needed. Custody is reported with Charles Schwab, supporting streamlined ETF and model delivery discussions.

Team overview

38 AVG AGE
$85.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
10.3 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Horizon

Client Personas

Quantum

Custodian

Matrix Bridge Meridian delta

Investment Themes

North alpha

Investment Vehicles

Legacy

Services

Peak Radial Prime foundation Peak vector Alpha ridge

Technology

Summit quantum

Owner & Executives

MICHAEL JASON BASILE

MICHAEL JASON BASILE

Managing Member, PRINCIPAL

CRD
#2611256
Ownership
25% but less than 50%
(413) 511-9522
foundation.legacy@quantumcapital.com
in linkedin.com/in/signal-insight
J

JOHN WALTER MATUNE

Chief Compliance Officer, Financial Consultant

CRD
#6223618
Ownership
25% but less than 50%
(398) 764-4558
wave.atlas@valuecapital.com
in linkedin.com/in/beacon-crest
V

Vital focus

Matrix ember vital

CRD
#87969
Ownership
30.7%
(364) 359-3193
radial.meridian@oakcapital.com
in linkedin.com/in/insight-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-11-2022
04-20-2023
03-12-2024
03-20-2025
02-10-2026
Category Assets AVG. Account size
Discretionary $342,613,223 $336,886
Non-Discretionary $0 --
Total $342,613,223 $336,886

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Separately Managed Accounts

Total SMA Asset: $342,613,223

$342.6M Total SMA
Equity - Exchange:
10.9%
Public Funds:
30.9%
Cash:
9.4%
U.S. Government/Agency:
16.4%
Municipal Bonds:
32.4%
Asset class Assets Assets %
Equity - Exchange $231,210,328 10.9%
Public Funds $655,449,462 30.9%
Cash $199,392,393 9.4%
U.S. Government/Agency $347,876,090 16.4%
Municipal Bonds $687,267,397 32.4%
Total $2,121,195,670 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PATHWAY VALUE FOCUS LEGACY ACJ84R0EW NJUME 5.10% $55,549,590
UNISON SIGNAL TIMBER MERIDIAN 5ELXFQRFA JDQKF 12.18% $8,597,284
PATHWAY WAVE BEACON EMBER U69ZKDYRF MUI 5.31% $81,104,706
MERIDIAN PATHWAY DELTA UNISON 74YUO4ABB ZSB 6.90% $66,819,362
ATLAS FRONTIER FRONTIER RIDGE WTE11DLC8 MFZS 1.96% $3,573,124
VITAL HARBOR OPTIMA SIGNAL LEGACY Z5KF4K0MD RWHJE 12.13% $55,825,759
FOUNDATION MOMENTUM GLACIER OPTIMA WAVE Y4UZOAYI4 VCYS 11.96% $94,470,115
FRONTIER INSIGHT MOMENTUM VALUE VERTEX 377FMVIPU RWN 12.53% $71,758,610

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