BALEFIRE, LLC
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
FINTRXOverview
Balefire, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm operates as a capital allocator for a mix of individual and family clients as well as institutional clients. Its advisory mandate includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection; the firm also runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. In addition to advisory work, Balefire’s personnel are registered representatives of a broker-dealer and act as insurance brokers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities3%
- Investment Grade Corp Bonds3%
Owners & executives
3 of 3JOHN HOFFMAN
CEOCRD 4138201
MARK OSWALD
Chief Compliance OfficerCRD 2023553
JASON HESTER
Co-CEO, Managing PartnerCRD 3174013
Contacts
3 of 37Mark Greene
ConsultantCRD 1798987
BRIAN SMITH
Director of Financial PlanningCRD 4139103
JORDAN MARUSZAK
Managing AdvisorCRD 5794550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 278Active vs passive
$425M in ETFs
80%
$339M
15%
$85.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $11.2M | 17,283 | 2.65% |
Location
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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