Blasen Capital Markets Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
$500 to $1,000 per hour based on complexity
2.00% annually plus 20.00% of capital appreciation (performance fee) for qualified clients
Main office
3887 Okemos Rd, A4
Okemos MI 48864
Advisors at this office
2
Most active in
Michigan
Also doing business as
Blasen Capital Markets Group, LLC · Cambridge Digital Asset Group, LLC
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.
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:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 two years of industry experience. She has worked at several firms including Cambridge Digital Asset Group, LLC and Finalis Securities LLC. Blasen is a licensed insurance agent, a partner at BlockFi Law DBA Blasen Law, and serves as consulting Chief Operations Officer for A Vita Nova PLLC. Blasen Capital Markets Group operates under Cambridge Digital Asset Group, LLC and provides portfolio management and pension consulting services to pension and profit-sharing plans, high-net-worth individuals, and institutional clients. The firm employs risk-based model portfolios combined with fundamental, quantitative, technical, and modern portfolio theory analyses, following a generally long-term, buy-and-hold investment approach.
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, holding Series 63, 65, and 66 licenses and possessing 19 years of industry experience. He is an attorney and owner of BlockFi Law, LLC, a law firm based in Michigan, and is also a part owner of Lloyd Capital, LLC, a consulting and marketing company. Blasen has worked at several firms including Cambridge Digital Asset Group, LLC and Finalis Securities LLC. Blasen Capital Markets Group, operating under Cambridge Digital Asset Group, LLC, provides portfolio management and pension consulting to pension and profit-sharing plans, high-net-worth individuals, and institutional clients. The firm uses a risk-based model portfolio approach combining fundamental, quantitative, technical, and modern portfolio theory analyses, with both discretionary and non-discretionary management services.
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