CORAL GABLES, FLCRD 322263Latest ADV April 2, 2026
Balanz is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated April 2, 2026, reports $153M in regulatory assets under management, 11 employees, and 66 accounts.
Assets Under Management
$153M
Employees
11
Offices
--
Total Clients
66
Primary office
CORAL GABLES, FL
2811 PONCE DE LEON BLVD., SUITE 710, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.5% of total clients.
Top client categories% of clientsClients
1
HNWI
48.5%
32
2
Individuals
47.0%
31
3
Corporations
3.0%
2
4
Other Advisers
1.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of April 2, 2026
Discretionary19.4%
$30M
19% of total RAUM19.4%
Non-discretionary80.6%
$123M
81% of total RAUM80.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$153M
Total Accounts66
10Y AUM Change+$153M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee6:1
10Y Employee Change+8 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.