Based Capital Wealth LLC

Mathew Richard is a financial advisor at Based Capital Wealth LLC in Raleigh, NC, holding a Series 65 designation. He has experience spanning roles in the energy sector and fitness industry prior to joining the advisory firm. Based Capital Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, managing approximately $43 million. The firm combines model allocations with client-specific recommendations, employing a range of analytical methods and investment strategies across equities, fixed income, ETFs, and other instruments.

Malachy Joyce is a financial advisor at Based Capital Wealth LLC in Durham, NC, holding Series 63 and Series 65 licenses with one year of industry experience. She is also the CEO of iBC Holdings LLC, a data analytics company known as Stocklabs, which provides financial and technical data on companies. Additionally, she creates monetized financial content on X (formerly Twitter), earning ad revenue and promotional fees. Based Capital Wealth LLC offers portfolio management and investment advisory services to individual and high-net-worth clients, managing approximately $43 million. The firm uses a combination of fundamental, quantitative, technical, and charting analyses to tailor investment programs, primarily recommending equities, fixed income, and ETFs, and employs both discretionary and non-discretionary management approaches.