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Bascomb Madison & James Capital Management, LLC (South Burlington)


Bascomb Madison & James Capital Management, LLC is a large advisory firm based in South Burlington. It manages $114.12 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Vermont.




Bascomb Madison & James Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bascomb Madison & James Capital Management: assets under management

The assets under management (AUM) of Bascomb Madison & James Capital Management, LLC is $114.12 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $838.34 thousand in discretionary accounts and $113.28 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.15 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bascomb Madison & James Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in South Burlington

The principal office where Bascomb Madison & James Capital Management, LLC performs its advisory services is located at 265 Aviation Avenue, South Burlington, VT 05403 The mailing address of the firm is P.O. Box 104, Essex Junction, VT 05453. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 802-879-3766 or by fax 802-878-1709. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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