← Directory
BALANZ
Legal name: BALANZ ADVISORS LLC
CRD 322263File 801-126818
APPROVED
Retail clients
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$152.6M
Bottom 25% of cohort (national)
Discretionary AUM
$29.6M
Non-discretionary $123.0M
Clients
66
66 accounts
Employees
11
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 2, 2022
- Principal office
- 2811 PONCE DE LEON BLVD., SUITE 710, CORAL GABLES, FL, 33134
- Phone
- 786 292-7009
- Website
- https://balanz.us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $152.6M
- Discretionary AUM
- $29.6M
- Non-discretionary AUM
- $123.0M
- Discretionary accounts
- 32
- Non-discretionary accounts
- 34
- Total accounts
- 66
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $337K |
| Other investment advisers | 1 | $98.2M |
| High net worth individuals | 32 | $46.4M |
| Individuals (other than high net worth individuals) | 31 | $7.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 11 | increased by7 |
| Apr 1, 2026 | Clients | 64 | 66 | increased by2 |
| Apr 1, 2026 | AUM | $165,284,564 | $152,608,123 | decreased by$12,676,441 |
| Apr 1, 2026 | Accounts | 64 | 66 | increased by2 |
| Feb 1, 2026 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BALANZ” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BALANZ” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.