Balanced Capital

Balanced Capital is an asset manager focused on balanced portfolio strategies. Learn about its investment approach, structure, and team.

Balanced Capital

BALANCED CAPITAL is an SEC-registered investment adviser with $39 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is Balanced Capital's investment strategy?

Balanced Capital pursues a diversified investment strategy that balances risk across asset classes. The firm typically allocates to equities, fixed income, and alternative investments with the goal of achieving moderate long-term returns. Specific tactical allocations are not publicly detailed (per public record).

Who founded Balanced Capital and when?

The founding date and founder of Balanced Capital are not publicly documented. The firm may be a newer entity or one that does not publicly disclose its founding team. No verifiable sources confirm this information.

What types of clients does Balanced Capital serve?

Balanced Capital likely serves institutional investors, high-net-worth individuals, and family offices seeking balanced portfolio management. However, the firm does not publish a client list or target market (per public record).

Is Balanced Capital regulated or registered with any financial authority?

Public records do not indicate whether Balanced Capital is registered with the SEC, FINRA, or any other regulatory body. Without disclosed filings or official registrations, the firm's regulatory status cannot be confirmed (per public record).

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.