# Basile Financial Group, Inc.

> Basile Financial Group, Inc. is a state-registered investment advisory firm in Palm Harbor, FL, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 289419
- Filed as: BASILE FINANCIAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Harbor, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289419
- AdvisorCensus page: https://advisorcensus.com/firm/basile-financial-group-inc-palm-harbor-fl-289419

## Quick answers

**How is Basile Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Basile Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Basile Financial Group, Inc. located?**
Basile Financial Group, Inc.'s principal office is in Palm Harbor, FL, according to its Form ADV.

**Is Basile Financial Group, Inc. registered with the SEC or a state?**
Basile Financial Group, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 289419.

**How much does Basile Financial Group, Inc. manage?**
Basile Financial Group, Inc. reports $5,390,938 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Basile Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (2); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Basile Financial Group, Inc. 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/289419

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,390,938
- Discretionary: $5,390,938
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $2,331,038 |
| High net worth individuals | 2 | $2,196,485 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $722,238 |
| Other | 1 | $141,177 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- basilefinancial.com
- Facebook @basilefinancial
- LinkedIn @basile-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Basile Financial Group, Inc. (CRD 289419): Form ADV filing data as of October 2026.