A complete list of active advisors currently associated with Blasen Capital Markets Group, LLC
Warmer can help you find a great advisor at Blasen Capital Markets Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Blasen Capital Markets Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Okemos, MI
| 2
| |
Okemos, MI
| 19
|
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”)