# Basilic

> 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.

- CRD: 329731
- Filed as: BASILIC
- Legal name: Basilic LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329731
- AdvisorCensus page: https://advisorcensus.com/firm/basilic-denver-co-329731

## Quick answers

**How is Basilic compensated?**
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).

**Where is Basilic located?**
Basilic's principal office is in Denver, CO, according to its Form ADV.

**Is Basilic registered with the SEC or a state?**
Basilic is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329731.

**How much does Basilic manage?**
Basilic reports $1,845,446 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (5% discretionary).

**What types of clients does Basilic serve?**
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).

**Does Basilic 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/329731

## 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: $1,845,446
- Discretionary: $91,725
- Non-discretionary: $1,753,721

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $91,725 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $1,753,721 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

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

### Websites listed on Form ADV (Item 1.I)
- basilic.io
- X @Basilic_LLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Basilic (CRD 329731): Form ADV filing data as of October 2026.