A complete list of active advisors currently associated with Baskets Capital LLC

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

Baskets Capital LLC is a small independent advisory firm that provides customized portfolio management and discretionary investment advice to individuals and other account types, including trusts, pension plans and business entities. The firm manages roughly $13.8 million across about 48 client accounts and typically charges percentage‑of‑assets management fees. The firm conducts initial in‑depth client meetings to build individualized investment programs and performs ongoing discretionary management with at least quarterly reviews. Investment methods combine fundamental and technical (charting) analysis and the firm uses a mix of ETFs, mutual funds, individual equities and fixed income while routinely employing strategies such as long‑ and short‑term positions, option writing (covered calls and spreads) and margin transactions alongside cash and money‑market placements. Compared with many peers that focus primarily on buy‑and‑hold equity allocations, Baskets Capital’s routine use of technical analysis, option strategies and margin trading is atypical for an independent solo practice and introduces additional market and leverage risks. The brochure also highlights a $100,000 account minimum (with household aggregation and discretionary waivers), a limited operating history, and dependence on key personnel, all of which the firm identifies as potential operational concentrations.

To learn more about the advisors currently working at Baskets Capital 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.