RIA Intel›Advisers›North Carolina›BASED CAPITAL WEALTH LLC

BASED CAPITAL WEALTH LLC

Advisory

DURHAM, NC

Data as of Jul 22, 2026 · Source: SEC Form ADV

Average account
$459K
across 111 accounts
AUM per adviser
$26M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM
$51M
Discretionary %
100%
Clients
110
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$51M
Discretionary AUM$51M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients110
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, LA, NC, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

NEW AFRICA ADVISERS INC
DURHAM, NC
$51M
VINTAGE WEALTH MANAGEMENT GROUP, INC.
CHARLOTTE, NC
$51M
WILSON WEALTH MANAGEMENT GROUP, L.L.C.
$51M
NORTHSTAR CAPITAL ADVISORS LLC
$52M
R.M. LONG INVESTMENT ADVISORY, INC.
WILMINGTON, NC
$52M
+2.9% 1Y
TRILLIUM SQUARE ADVISORS LLC
$52M

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