Balanced View Capital, LLC

Overview

Balanced View Capital, LLC is a small, client-focused advisory firm that concentrates its investment activity in exchange-traded equities. The firm’s advisory mandate emphasizes portfolio management for individuals and small businesses, using separately managed account (SMA) structures that favor direct ownership of equities and exchange-traded products. Fee arrangements include both a percentage-of-assets component and the availability of performance-based fees, which suggests the firm can offer more bespoke arrangements for certain clients or strategies. The firm does not position itself as an active ESG investor and operates from a single office, serving a concentrated client base rather than a broad multi-state footprint. Investment preference is clearly equity-centric, with equities representing the dominant exposure across client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices