Balefire, LLC

Balefire, LLC is an SEC‑registered multi‑team investment adviser that serves individual investors (including high‑net‑worth clients), retirement plans, trusts, charities and business entities. The firm offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a multi‑advisor platform managing roughly $2 billion in regulatory assets.

The firm follows a core‑and‑tactical investment approach overseen by an Investment Committee, using third‑party models, CFA input, and a mix of separately managed accounts, mutual funds, ETFs, alternatives and private market securities. Balefire provides ongoing discretionary portfolio management, periodic rebalancing and model oversight, and may engage vetted sub‑advisors to manage portions of client portfolios tailored to individual goals and risk profiles.

Distinctive features noted in the brochure include that some Balefire advisors are concurrently registered representatives of an unaffiliated broker‑dealer (Integrity) and are licensed insurance agents, which can generate commissions or insurance commissions separate from advisory fees. The firm also discloses a 2015 SEC enforcement matter involving a predecessor entity and documents a formal Promoter program that uses compensated testimonials and written oversight and disclosure requirements.