BA Global Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
B.A. Global Capital is a state-registered investment adviser that provides portfolio management, financial planning, and educational seminars to individuals as well as a range of institutional clients, including pension and profit‑sharing plans, charitable organizations, and corporations. The firm offers continuous portfolio management and a variety of planning engagements (hourly, project‑based, and ongoing) tailored to client needs.
The firm typically develops individualized investment policies and emphasizes passive investment management using index mutual funds and ETFs, while also employing fundamental, technical, and charting analysis where appropriate. It may implement strategies directly or through third‑party managers and a model‑portfolio sub‑advisor that applies Modern Portfolio Theory, and the firm conducts ongoing due diligence and monitoring of those managers.
Noteworthy for a small, state‑registered adviser, B.A. Global Capital explicitly works with institutional clients and provides pension‑related and employee benefits consulting, services that are less common among independent peers. The firm is newly formed and led by a principal with prior industry and corporate experience, and it supplements advisory work with group seminars and occasional pro‑bono presentations.
Client services
Expertise
Fee options
Ongoing Financial Planning annual fee $1,200 to $15,000; Project-Based Financial Planning starting at $250
$0 - $5,000,000: 0.55% $5,000,001+: 0.50%
$150 per hour, negotiable
Main office
625 Broad Street, Suite 240 Office 235
Newark NJ 07102
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Ba Global Capital · Burnett Adams Global Capital
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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