Balefire, LLC

RIASEC Registered
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$1.1M
Accounts
1,871
Employees
38
Advisory reps
38

Firm details

Headquarters
Dallas, Texas
CRD number
168733
Registered since
January 8, 2014
Website
balefirewealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans43.92%
  • HNWI34.5%
  • Individuals18.29%
  • Corporations / Businesses2.97%
  • Insurance Companies0.23%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Balefire, LLC is an independent registered investment adviser that has been SEC-registered since 2014. Structured as a limited liability company, the firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection; the firm also runs educational seminars and provides services as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements include percentage-of-assets, hourly, and fixed-fee models.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Public Funds/Mutual Funds 28%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 3%, Investment Grade Corp Bonds 3%, US Government Bonds 2%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds28%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities3%
  • Investment Grade Corp Bonds3%

Owners & executives

3 of 3
  • John Hoffman

    John Hoffman

    CEOCRD 4138201

  • Jason Hester

    Jason Hester

    Co-CEO, Managing PartnerCRD 3174013

  • Mark Oswald

    Mark Oswald

    Chief Compliance OfficerCRD 2023553

Contacts

3 of 35
  • Jordan Maruszak

    Jordan Maruszak

    Managing AdvisorCRD 5794550

  • Travis Busch

    Travis Busch

    Executive DirectorCRD 5874924

  • Jacinta Thompson

    Jacinta Thompson

    Director, Corporate SolutionsCRD 4274700

Unlock 32 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 282

Active vs passive

$531M in ETFs

Passive

74%

$391M

Active

13%

$140M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$21.5M239,5324.05%
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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
14221 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth