Balanced Capital

Overview

Balanced Capital is a small, independent registered investment adviser focused on individuals and families, with advisory work that includes financial planning and portfolio management for individuals and small businesses. The firm operates as a hands-on wealth manager: its entire reported asset base is managed on a discretionary basis, which indicates portfolio decisions are typically delegated to the firm rather than made case-by-case with each client. Investment positioning skews toward public equities and exchange-traded instruments, with an expressed preference for equity allocations. Balanced Capital also identifies as an active ESG investor, so equity and ETF selections are likely screened or tilted for environmental, social and governance factors. The firm supplements public-market exposure with third-party alternative strategies—specifically commodity and oil & gas vehicles—and uses mutual funds alongside ETFs and individual equities to construct client portfolios. Business model and revenue arrangements are flexible: Balanced Capital charges a percentage of AUM and also offers hourly and fixed-fee engagements. That mix supports ongoing discretionary portfolio management as well as project-based financial planning or advisory work. Industry affiliations include relationships with an accounting firm and an insurance company, suggesting integrated tax and risk-management coordination for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices