Blasen Capital Markets Group, LLC

Updated today

Find your advisor

Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Blasen Capital Markets Group operates under the legal name Cambridge Digital Asset Group, LLC and provides ongoing portfolio management and pension consulting to pension/profit‑sharing plans, high‑net‑worth individuals, and institutional and organizational clients. The firm documents client objectives in investment policy statements and offers discretionary and non‑discretionary management and pension‑plan services such as manager selection and monitoring, while its Form ADV reports no assets under management as of October 2025 and a two‑person advisory team.

CDAG constructs risk‑based model portfolios (Conservative, Moderate, Aggressive) and combines fundamental, quantitative, technical and modern portfolio theory analyses with a generally long‑term, buy‑and‑hold approach and periodic rebalancing. The firm may use higher‑risk techniques (short sales, margin, options) and also accepts performance‑based fee arrangements for qualified clients, a structure the brochure notes can create incentives toward riskier investments.

The brochure discloses several uncommon features for an investment manager, including affiliations with law practices, a broker‑dealer relationship (Finalis Securities LLC), and insurance‑agent activities that may generate commission income; these outside activities are identified as potential conflicts and are addressed through disclosure and supervision. It also discloses a prior retail‑fraud charge (resulting in a fine and probation, closed in 2020) and the use of hourly billing for certain consulting services—items that are relatively uncommon among peers.

Client services

Portfolio management Pension consulting

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management

Occupation focus

Executive Founder/Business Owner

Fee options

Project-based

$500 to $1,000 per hour based on complexity

Performance-based

2.00% annually plus 20.00% of capital appreciation (performance fee) for qualified clients

Main office location

Blasen Capital Markets Group, LLC

3887 Okemos Rd, A4

Okemos MI 48864, United States

Number of offices

Most active in

Michigan

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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

Form ADV Part 2: Client Brochure

Quick links

Website 517-899-0154

Advisors at this firm

Kylie B

Series 66

Okemos, MI

Blasen Capital Markets Group, LLC

Kylie Blasen is a financial advisor with Blasen Capital Markets Group, LLC, holding a Series 66 designation and one year of industry experience. Her background includes roles at Cambridge Digital Asset Group, BlockFi Law dba Blasen Law, and Finalis Securities LLC. Outside of her advisory work, she is a licensed insurance agent, a partner in BlockFi Law, consulting COO for A Vita Nova PLLC, and part owner of Lloyd Capital, LLC, a consulting and marketing firm. Blasen Capital Markets Group operates as Cambridge Digital Asset Group, LLC, providing portfolio management and pension consulting services to pension/profit-sharing plans, high-net-worth individuals, and institutional clients. The firm employs risk-based model portfolios and combines fundamental, quantitative, technical, and modern portfolio theory analyses with a long-term, buy-and-hold investment approach.

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Executive Founder/Business Owner

Thomas B

Series 63, Series 65, Series 66

Okemos, MI

Blasen Capital Markets Group, LLC

Thomas Blasen is a financial advisor with Blasen Capital Markets Group, LLC and holds Series 63, 65, and 66 licenses. He has 18 years of industry experience and has held roles at several firms including Cambridge Digital Asset Group, LLC and Finalis Securities LLC. Outside of advisory work, he is an attorney and owner of BlockFi Law, LLC and is part owner of Lloyd Capital, LLC, a consulting and marketing firm. Blasen Capital Markets Group, operating as Cambridge Digital Asset Group, LLC, provides portfolio management and pension consulting services to pension and profit-sharing plans, high-net-worth individuals, and institutional clients. The firm uses risk-based model portfolios and combines fundamental, quantitative, technical, and modern portfolio theory analyses with a long-term, buy-and-hold investment approach.

Options & derivatives strategies Private / alternative investments Concentrated stock management Active portfolio management Executive Founder/Business Owner

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.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support