LAKEWOOD, COCRD 165450Latest ADV February 20, 2026
Bason Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakewood, CO. Its latest Form ADV filing, dated February 20, 2026, reports $849M in regulatory assets under management, 2 employees, 2 offices, and 840 accounts.
Assets Under Management
$849M
Employees
2
Offices
2 offices
Total Clients
139
Primary office
LAKEWOOD, CO
355 S. TELLER ST., SUITE 200, LAKEWOOD, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.3% of total clients.
Top client categories% of clientsClients
1
HNWI
86.3%
120
2
Individuals
10.8%
15
3
Pension Plans
2.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$849Mas of February 20, 2026
Discretionary99.7%
$846M
100% of total RAUM99.7%
Non-discretionary0.3%
$3M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$849M
Total Accounts840
10Y AUM Change+$689M (+432.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee70:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.