BALEFIRE, LLC

CRD

168733

SEC file #

801-78506

EIN

463329350

DBA names

—

Economics

AUM

$1.99B

AUM band

$1B+

AUM trajectory

'20 · $1.73B

'21 · $1.85B

'22 · $1.99B

'23 · $624.7M

'25 · $1.24B

'26 · $1.99B

'20'26

$1.73B → $1.99B▲ +15%

sec adv history

Client mix

Individuals Other	1,522
Individuals High Net Worth	235
Pension Profit Sharing Plans	94
Corporations	13

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 33 advisors

'21 · 25 advisors

'22 · 25 advisors

'23 · 16 advisors

'25 · 36 advisors

'26 · 38 advisors

'20'26

33 advisors → 38 advisors▲ +15%

sec adv history

Primary office

DALLAS TX

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

balefirewealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

LOANCO, LLC

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

LOANCO, LLC

HESTER, GEORGE, WESLEY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BALEFIREWEALTH.COM

Rdap Domain Creation Date

2024-11-21T19:58:22Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

1,126,971

Form 5500 Compensation Trajectory 3y

2025

1,126,971

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

1,126,971

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001750924

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2019-02-14

Edgar Last Filing Date

2026-05-07

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-07

Accession0001750924-26-000002

Edgar Former Names

VisionPoint Advisory Group, LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

14221 DALLAS PARKWAYSUITE 100DALLAS, TX 75254

Business

14221 DALLAS PARKWAYSUITE 100DALLAS, TX 75254

Edgar EIN

463329350

Edgar Recent Filings

13F-HR2026-05-07 · 0001750924-26-000002

13F-HR2026-01-12 · 0001750924-26-000001

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-11-21T19:58:22Z

Rdap Domain Last Changed

2024-11-21T19:58:23Z

Rdap Nameservers

Ns37.domaincontrol.comNs38.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate