RIA Intel›Advisers›Utah›BALANCED CAPITAL INVESTMENTS LLC

BALANCED CAPITAL INVESTMENTS LLC

Advisory

UT

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in UT

#248

of 249 advisers by AUM

Average account

$256K

across 154 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients154

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

154 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

VANTAGE POINT ADVISORS, LLC

SALT LAKE CITY, UT

$40M

SALT LAKE CITY, UT

$40M

VANTAGE POINT INVESTMENTS, INC.

$40M

ASPEN CAPITAL MANAGEMENT LLC

SAINT GEORGE, UT

$41M

LOYAL WEALTH MANAGEMENT LLC

$38M

BECKSTEAD INVESTMENT MANAGEMENT INC

$38M

Get the full picture on BALANCED CAPITAL INVESTMENTS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BALANCED CAPITAL INVESTMENTS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans