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| Keyboard |
| Bason Asset Management LLC
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|---|---|
| CRD # | 165450 |
| SEC # | 801-107297 |
| CIK # | |
| AUM | 848.8 M (2026-02-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-446-8555 |
| Address | 355 S Teller St Lakewood, CO 80226 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 9.5 |
| (b) Individuals (high net worth individuals) | 120 | 830.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 840 | 848.8 |
| By Discretionary | ||
| Discretionary | 806 | 845.9 |
| Non-Discretionary | 34 | 2.9 |
| Total | 840 | 848.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 848.8 | |
| Total | 840 | 848.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Whitaker-Myers Wealth Managers Ltd
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OH | 850.6 M |
|
NS Management Ltd
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850.3 M | |
|
Liberty Capital Management Inc
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MI | 849.5 M |
|
Avenir Corporation
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VA | 849.3 M |
|
Silverlake Wealth Management LLC
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VT | 849.1 M |
|
Pennsylvania Capital Management Inc
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|
PA | 848.6 M |
|
BNC Wealth Management LLC
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|
OR | 847.5 M |
|
Mitchell Capital Management Co
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|
KS | 847.3 M |
|
Seneca Financial Advisors LLC
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|
NY | 847.2 M |
|
Barry Investment Advisors LLC
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|
MA | 846.8 M |