{
  "crd_number": 329731,
  "slug": "basilic-denver-co-329731",
  "primary_business_name": "BASILIC",
  "legal_name": "BASILIC LLC",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-04-21",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-01-28",
  "carried_forward": false,
  "raum_total": 1845446.0,
  "raum_discretionary": 91725.0,
  "raum_non_discretionary": 1753721.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 91725.0,
      "count": 9
    },
    "pension_profit_sharing": {
      "raum": 1753721.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://basilic.io",
    "https://x.com/Basilic_LLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329731",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/basilic-denver-co-329731",
  "display_name": "Basilic",
  "summary": "Basilic is a state-registered investment advisory firm in Denver, CO, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.",
  "citation": "AdvisorCensus. Basilic (CRD 329731): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Basilic compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Basilic 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."
    },
    {
      "q": "Where is Basilic located?",
      "a": "Basilic's principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Basilic registered with the SEC or a state?",
      "a": "Basilic is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329731."
    },
    {
      "q": "How much does Basilic manage?",
      "a": "Basilic reports $1,845,446 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (5% discretionary)."
    },
    {
      "q": "What types of clients does Basilic serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (13); individuals (other than high net worth individuals) (9)."
    },
    {
      "q": "Does Basilic report any disciplinary disclosures?",
      "a": "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/329731"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/basilic-denver-co-329731.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 91725.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 1753721.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329731",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}