AdvisorCensus / Financial advisors / Maryland / Baltimore / Base Management Co
Base Management Co is a state-registered investment advisory firm in Towson, MD, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Base Management Co compensated?
On its Form ADV (Item 5.E, October 2026), Base Management Co reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Base Management Co located?
Base Management Co's principal office is in Towson, MD, according to its Form ADV.
Is Base Management Co registered with the SEC or a state?
Base Management Co is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 104600.
How much does Base Management Co manage?
Base Management Co reports $95,490,250 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (63% discretionary).
How have Base Management Co's assets and staff changed since 2021?
In the Form ADV data for Base Management Co: Regulatory assets under management: $103,170,606 in the October 2021 data and $95,490,250 in the October 2026 data, down 7%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Base Management Co serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (8); charitable organizations (1).
Does Base Management Co report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/104600
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$95,490,250 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2024 (2 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $95,490,250 | 1 | March 30, 2026 |
| October 2023 | $94,997,165 | 1 | March 29, 2023 |
| October 2022 | $105,880,608 | 1 | March 23, 2022 |
| October 2021 | $103,170,606 | 1 | March 29, 2021 |
Regulatory assets under management: $103,170,606 in the October 2021 data and $95,490,250 in the October 2026 data, down 7%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Base Management Co (CRD 104600): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/base-management-co-towson-md-104600