RIA Intel›Advisers›Florida›BALUARTE CAPITAL US LLC

BALUARTE CAPITAL US LLC

Advisory

Data as of Apr 9, 2026 · Source: SEC Form ADV

Rank in FL

#1,733

of 2,610 advisers by AUM

Average account

$6M

across 7 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM

$39M

Discretionary %

46.7%

Clients

7

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$39M

Discretionary AUM$18M

Non-Discretionary AUM$21M

Discretionary %46.7%

Total Clients7

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

7 clients

7 high-net-worth

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

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Advisers of similar size in FL

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

TRUE LIFE WEALTH MANAGEMENT, LLC

TAMPA, FL

$39M

FIRST SECURITY CAPITAL MANAGEMENT LLC

VENICE, FL

$39M

-5.8% 1Y

JB MERIDIAN ADVISORS, LLC

CLERMONT, FL

$39M

LONGBOAT KEY FINANCIAL GROUP, LLC

LONGBOAT KEY, FL

$39M

-1.6% 1Y

FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.

$39M

EFG CAPITAL INTERNATIONAL LLC

MIAMI, FL

$38M

-96.5% 1Y

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