# Based Capital Wealth LLC

> Based Capital Wealth LLC is a state-registered investment advisory firm in Durham, NC, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 333173
- Filed as: BASED CAPITAL WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Durham, NC
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333173
- AdvisorCensus page: https://advisorcensus.com/firm/based-capital-wealth-llc-durham-nc-333173

## Quick answers

**How is Based Capital Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Based Capital Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Based Capital Wealth LLC located?**
Based Capital Wealth LLC's principal office is in Durham, NC, according to its Form ADV.

**Is Based Capital Wealth LLC registered with the SEC or a state?**
Based Capital Wealth LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333173.

**How much does Based Capital Wealth LLC manage?**
Based Capital Wealth LLC reports $51,000,000 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**What types of clients does Based Capital Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (52).

**Does Based Capital Wealth LLC 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/333173

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $51,000,000
- Discretionary: $51,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $10,000,000 |
| High net worth individuals | 58 | $41,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, NC, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- basedcapitalwealth.com
- X @RaginCajun

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Based Capital Wealth LLC (CRD 333173): Form ADV filing data as of October 2026.