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Baskets Capital LLC

Updated today

Client AUM

$13,817,389

Clients

48

Advisors

1

of 1 employees

About

The firm provides customized, discretionary portfolio management and related planning services to individuals and high-net-worth clients — including business owners, executives, retirees — as well as trusts, estates, charitable organizations, and small businesses with retirement plans. Services explicitly include retirement income and distribution planning, tax-aware withdrawal planning, and charitable giving planning, and are delivered for an asset-based advisory fee with a typical account minimum.

Investment decisions are made using three named model portfolios constructed from individual stocks and exchange-traded funds, supported by a proprietary scoring framework that blends fundamental analysis with technical screening and third‑party research. Accounts are managed on a discretionary basis at a single custodian, with a stated practice of holding positions long term, quarterly reviews and rebalancing, and an explicit policy that the firm does not use options, margin, or short selling unless specifically authorized.

What differentiates the firm from many peers is its emphasis on individual-stock-based model portfolios and an internal quality/value/growth-inflection scoring process, together with a formal charitable program that facilitates planned donations of appreciated securities to donor-advised funds. The principal maintains a separate industry-facing business that organizes an advisor community and a podcast; the firm discloses that this outside activity is limited in time and is managed through its account review cadence and business continuity procedures.

Client services

Portfolio management

Expertise

Retirement income strategy Tax-loss harvesting Charitable giving & philanthropy Concentrated stock management

Occupation focus

Executive Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001+: 0.70% annually

Other

Account minimum: $100,000 Fee-only: Clients pay an annual asset-based fee billed monthly in advance, with rates as per tiered schedule. No commissions or performance-based fees.

Main office

Pflugerville TX

Advisors at this office

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Conner Y

Series 66

Pflugerville, TX

Baskets Capital LLC

I was 13 years old when I started investing. My grandfather taught me. Instead of fishing or watching baseball during summers together, he walked me through options trading (not the safest way to invest lol). Buying and selling puts, running iron condors and writing covered calls. Most kids my age were at camps or on the swim team. I was learning about risk, free cash flow, and what it means to actually own a piece of a business. I was obsessed. I kept investing through college, eventually realizing there was a whole world beyond picking stocks. Tax planning. Estate planning. Cash flow. The full picture of what it takes to build wealth and protect a family. I joined a firm out of school. Then another. I learned a lot, but kept running into the same wall: I didn't have the freedom to invest the way I believed clients deserved. In 2021, I started Baskets Capital, my own independent RIA. I wanted full control over how we serve clients. Not 10 mutual funds and calling it a day. Not telling an 85 year old "let's just see what the market does." I wanted custom portfolios of individual stocks, actively managed, tailored to each client. Then in early 2024, life hit me hard. I was diagnosed with a fatal brain tumor. Three months of scans and specialists led to brain surgery in May 2024. A week in the hospital, time in the Neural ICU, and a long recovery that stretched through the year. I could not have made it through without God protecting me the whole way, without Courtney by my side, and without having built my own firm years prior. Full control over my schedule is what let me focus on healing. In 2025, the best thing that has ever happened. We welcomed our daughter, Parker, into the world. She reshaped how I think about my work and why it matters. At Baskets Capital, we help families and business owners navigate tax planning, estate planning, charitable giving, and investments so they can focus on what matters most - family time. We coordinate every piece: proactive tax planning, smart giving strategies like donating appreciated stock and using donor-advised funds, and custom portfolios of individual stocks. Every dollar gets put to work with intention. If you think you're safe because nothing has gone wrong yet, and you haven't built a plan for what happens when life throws something unexpected at you, we should probably talk. Life has a thousand things it can throw. One of the best things you can do is prepare, build a plan, and walk through it with experts beside you.

Active portfolio management Passive / index investing General retirement planning Business sale tax planning Business ownership considerations Executive Founder/Business Owner
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