A complete list of active advisors currently associated with Based Capital Wealth LLC

Warmer can help you find a great advisor at Based Capital Wealth LLC or one who fits your needs even better.

Based Capital Wealth LLC provides ongoing portfolio management to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and offering discretionary or non‑discretionary account management. The firm requires clients to custody assets with Schwab Institutional and states it has no account minimum for its services. The firm primarily recommends equities but limits its advice to equities, fixed‑income securities and exchange‑traded funds, including precious‑metals and cryptocurrency exposure via ETFs only. Its investment process draws on a broad set of analytical methods—charting, cyclical, fundamental, quantitative, technical and modern portfolio theory—and it may employ long‑ and short‑term trading, margin, short sales and options strategies. Noteworthy features disclosed in the brochure include that the firm is a recently formed, small adviser with discretionary authority and household aggregation for fee tiers, and that the principal maintains outside business activities (a data‑analytics business, Stocklabs, and monetized social‑media content) which the firm reports it will reduce to limit conflicts. The firm also discloses receipt of custodial services and potential soft‑dollar benefits from Schwab Institutional, a relationship that could affect routing and research access.

To learn more about the advisors currently working at Based Capital Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Malachy Joyce	Durham, NC	2
Mathew Richard	Durham, NC	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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