STEVE BASS & ASSOCIATES, INC.

STEVE BASS & ASSOCIATES, INC. is an SEC-registered investment adviser (CRD 127676). Regulatory assets under management: $5.4M.

Registration

• CRD: 127676
• Type: Registered investment adviser
• Phone: 410.805.3038
• Latest filing: 2026-01-08
• Regulatory AUM: $5.4M
• Non-discretionary AUM: $5.4M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127676 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search