Basilic
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,725
Clients
9
Advisors
1
of 1 employees
About
The firm provides portfolio management, financial planning, pension consulting, and specialized Bitcoin financial services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. Offerings include written Investment Policy Statements, ongoing portfolio management and monitoring, retirement plan consulting, and Bitcoin custody, research and education delivered in coordination with third-party service providers.
The firm implements client strategies using both discretionary and non-discretionary arrangements documented in client contracts, employing methods such as modern portfolio theory, quantitative and fundamental analysis, and technical charting across mutual funds, ETFs, fixed income, equities and alternative investments. For digital-asset work it partners with third-party providers (including a multi-signature custody partner) and uses investment signaling models and third-party advisers to inform trading and custody arrangements.
Noteworthy differences from many peers include an explicit role in fund-level activity and syndication tied to private credit and bitcoin-related ventures, and a stated affiliation with insurance licensure for the principal, each disclosed as outside business activities. The firm also offers pension consulting that integrates an internet-based recordkeeping platform and trust custodian arrangements—services and vendor integrations that are less common among independent advisers of this size.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees between $1,000 and $5,000; continuous planning services $1,000/year; Bitcoin financial services flat annual fees ranging from $0 to $3,000 depending on model; Pension consulting fixed fees between $0 and $5,000 for plan creation and $0 to $2,000 for ongoing maintenance
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$425 per hour, negotiable
Account minimum: No account minimum for any of BAS’s services
Main office
3700 N Franklin St., Suite 2
Denver CO 80205
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Basilic · Basilic Financial · Basilic LLC · Basilic Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)