Conner Young
Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others.
Baskets Capital · Austin, Texas
Conner Young is a fee-only financial advisor at Baskets Capital in Austin, Texas. Conner charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on real estate investors, retirement planning and tax planning.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Early-career professionals
- Retirees
- Real estate investors
- Pre-retirees
- Founders
- Multi-generational families
About
We believe in achieving optimal potential returns for all clients in a total custom portfolio allocation and investment selection. Our focus lies on not only serving for the best today, but also for future generations for our clients. We understand the importance of creating Lasting Legacies by providing investment guidance for personal investments & charitable investments. These investments are styled to use & gift what has been given so that there are Baskets left over for others.
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Wealth Management
- Stock Option Planning
- Family Office Services
- Portfolio Management
Facts
| Firm | Baskets Capital |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2021 |
| Firm size | 1 employee |
| Investment approach | Active management |
| SEC registration | Investment adviser representative in TX · CRD 6706822 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.basketscapital.com |
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Questions about Conner
Is Conner Young a fee-only financial advisor?
Yes. Conner Young is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Conner's firm.
How does Conner charge for financial advice?
Conner charges a percentage of assets.
How much does Conner charge?
According to Baskets Capital's website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Where is Conner Young based?
Conner Young is based in Austin, Texas.
What does Conner specialize in?
Conner's specialties include real estate investors, retirement planning, tax planning, estate & legacy planning, family wealth transfer and small business owners. Conner works with high earners, ultra high net worth, early-career professionals, retirees and real estate investors.
Is Conner Young registered with the SEC?
Yes. Conner Young is registered as an investment adviser representative in TX (CRD 6706822), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Baskets Capital manage?
Baskets Capital reports Under $25M in assets under management.
How do I contact Conner Young?
Through Conner's website, www.basketscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Baskets Capital website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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