Baskets Capital LLC is a fee only, fiduciary registered investment adviser in Pflugerville, Texas, serving the greater Austin area and clients across Texas. We specialize in retirement planning for pre retirees and retirees, typically households age 50 and up with $700K or more in investable assets: retirement income planning, Roth conversion strategy, retirement tax planning, Social Security optimization, Medicare and IRMAA planning, and custom built portfolios custodied at Charles Schwab. Texas registered RIA, CRD #315226.
Baskets Capital LLC ("Baskets Capital") is an investment adviser registered with the State of Texas. Registration does not imply a certain level of skill or training.
Baskets Capital only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This website is for informational and educational purposes only and does not constitute personalized investment advice, nor is it an offer to sell or a solicitation of an offer to buy any security.
All investments carry risk, including the possible loss of principal. Past performance is not a guarantee of future results.
Testimonials and endorsements were provided by current clients of Baskets Capital unless otherwise noted. No compensation, cash or non-cash, was provided in exchange for any testimonial, and no material conflicts of interest exist between Baskets Capital and the individuals providing them. Testimonials reflect the personal experience of the individuals shown, may not be representative of the experience of other clients, and are not a guarantee of future performance or success.
Baskets Capital does not provide legal or tax advice. Please consult a qualified legal or tax professional regarding your individual circumstances.
A copy of Baskets Capital's current written disclosure brochure (Form ADV Part 2A) discussing our advisory services and fees is available upon request or at adviserinfo.sec.gov.
© 2026 Baskets Capital LLC. All rights reserved.