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BASON ASSET MANAGEMENT
Legal name: BASON ASSET MANAGEMENT LLC
CRD 165450File 801-107297
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$848.8M
Above cohort median (national)
Discretionary AUM
$845.9M
Non-discretionary $2.9M
Clients
139
840 accounts
Employees
2
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 12, 2016
- Principal office
- 355 S. TELLER ST., SUITE 200, LAKEWOOD, CO, 80226
- Phone
- 720-446-8555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $848.8M
- Discretionary AUM
- $845.9M
- Non-discretionary AUM
- $2.9M
- Discretionary accounts
- 806
- Non-discretionary accounts
- 34
- Total accounts
- 840
- AUM per client
- $6.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 120 | $830.0M |
| Pension and profit sharing plans | 4 | $9.3M |
| Individuals (other than high net worth individuals) | 15 | $9.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.