DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MATUNE BASILE ADVISORS

MBA ADVISORS LLC, CRD 168073

HERMITAGE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5111b40-5347-ec49-5c0e-91595523e73a

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 31, 2018 to Feb 10, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $343MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $343M
Private client RAUM: $323MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $114Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,017
Individual clients: 169
High net worth clients: 76
Custody, client assets: $74.3M
SEC number: 801-114359
CIK: 1848704
CRD: 168073
Filings on the tape: 14
First filed: Oct 31, 2018
Latest filed: Feb 10, 2026
Organised: Limited Liability Company, PA
Website: matunebasile.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JASON BASILE	Chartered Financial Analyst	HERMITAGE, PA	13	20	1	no
JOHN WALTER MATUNE	Certified Financial Planner	HERMITAGE, PA	13	13	n/a	no
Andrew Craig Pursel	Certified Financial Planner\|Chartered Financial Consultant	HERMITAGE, PA	5	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BASILE, MICHAEL, JASON	MANAGING MEMBER & PRINCIPAL	D	yes	06/2013	Oct 31, 2018	Mar 12, 2024
MATUNE, JOHN, WALTER	MANAGING MEMBER PRINCIPAL & CHIEF COMPLIANCE OFFICER	D	yes	06/2013	Oct 31, 2018	Mar 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 10, 2026	$343M	$343M	5	4	n/a	n/a
2024	Mar 20, 2025	$275M	$275M	4	3	n/a	n/a
2023	Mar 12, 2024	$259M	$259M	3	3	n/a	n/a
2022	Mar 13, 2023	$208M	$208M	3	3	n/a	n/a
2021	Mar 28, 2022	$224M	$224M	3	3	n/a	n/a
2020	Mar 24, 2021	$164M	$164M	3	3	n/a	n/a
2019	Mar 15, 2020	$142M	$140M	2	2	n/a	n/a
2018	Mar 10, 2019	$112M	$111M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	33.3%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$343M	$275M	24.5%	$208M	18.1%	5	4	0	0

Relationships

Registered with (4)

← Andrew Craig PurselAdvisorregistration: current employment
Feb 9, 2021 to presentfactForm ADV
← MICHAEL JASON BASILEAdvisorregistration: current employment
Aug 9, 2013 to presentfactForm ADV
← JOHN WALTER MATUNEAdvisorregistration: current employment
Aug 9, 2013 to presentfactForm ADV
← Robert James PozzutoAdvisorregistration: previous registration
Jan 15, 2026 to Jun 12, 2026factForm ADV

Controls (2)

← BASILE, MICHAEL, JASONOwnerMANAGING MEMBER & PRINCIPAL, ownership code D, individual
Oct 31, 2018 to Mar 12, 2024factForm ADV
← MATUNE, JOHN, WALTEROwnerMANAGING MEMBER PRINCIPAL & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Oct 31, 2018 to Mar 12, 2024factForm ADV

Dated events

Occurred
Jun 12, 2026
Advisor changed firm
Robert James Pozzuto left Matune Basile Advisors for Mercer Global Advisors Inc. (registered 2026-08-24)
Form ADVobserved 5 days ago
Occurred
Oct 31, 2018
First Form ADV filing
Matune Basile Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5111b40-5347-ec49-5c0e-91595523e73a
First observed: Oct 31, 2018
Last observed: Feb 10, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATUNE BASILE ADVISORS

MBA ADVISORS LLC, CRD 168073

HERMITAGE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5111b40-5347-ec49-5c0e-91595523e73a

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JASON BASILE

Chartered Financial Analyst

HERMITAGE, PA

JOHN WALTER MATUNE

Certified Financial Planner

HERMITAGE, PA

n/a

Andrew Craig Pursel

Certified Financial Planner|Chartered Financial Consultant

HERMITAGE, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BASILE, MICHAEL, JASON

MANAGING MEMBER & PRINCIPAL

yes

06/2013

Oct 31, 2018

Mar 12, 2024

MATUNE, JOHN, WALTER

MANAGING MEMBER PRINCIPAL & CHIEF COMPLIANCE OFFICER

yes

06/2013

Oct 31, 2018

Mar 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 10, 2026

$343M

n/a

2024

Mar 20, 2025

$275M

n/a

2023

Mar 12, 2024

$259M

n/a

2022

Mar 13, 2023

$208M

n/a

2021

Mar 28, 2022

$224M

n/a

2020

Mar 24, 2021

$164M

n/a

2019

Mar 15, 2020

$142M

$140M

n/a

2018

Mar 10, 2019

$112M

$111M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$343M

$275M

24.5%

$208M

18.1%