BASED CAPITAL WEALTH LLC

BASED CAPITAL WEALTH LLC of DURHAM, NC is an SEC-registered investment adviser (CRD 333173). Regulatory assets under management: $51.0M.

Registration

• CRD: 333173
• Type: Registered investment adviser
• Location: 4819 EMPEROR BOULEVARD, SUITE 400, DURHAM, NC, 27703
• Phone: (347) 884-0817
• Latest filing: 2026-07-22
• Regulatory AUM: $51.0M
• Discretionary AUM: $51.0M
• Clients: 2
• Accounts: 111

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333173 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search