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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Peak
- Established Date
- 05-13-2021
- Office Locations
- 1
Office Locations
About Balanced Capital
Balanced Capital is an independent Heber City, UT financial planning firm serving the Wasatch Back. Founder Corey Noyes delivers full-picture advice across investments, tax strategy, retirement, insurance, and estate planning, with flexible virtual meetings and a paperless client experience. The firm emphasizes fiduciary, transparent pricing with no product-sales conflicts, and implements portfolios using ETFs and investment-grade bonds (custodied at Schwab/Altruist).
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Investment Themes
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Owner & Executives
Corey James Noyes
Financial Advisor, Owner
- CRD
- #6494689
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,490,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,490,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,490,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,080,431,865 | 48.8% |
| Corporate - Investment Grade | $1,078,584,553 | 25.3% |
| U.S. Government/Agency | $605,371,567 | 14.2% |
| Cash | $498,792,066 | 11.7% |
| Total | $4,263,180,051 | 100.0% |