CRD: 304976
Balanced Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company · Jackson National Life · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-16-2020
- Office Locations
- 1
Office Locations
About Balanced Investment Advisors, LLC
Balanced Investment Advisors, LLC provides personalized financial and retirement planning and discretionary portfolio management for individuals and families. The team is led by founder/portfolio manager Suresh Basnet alongside strategy and planning professionals. Portfolios are primarily ETF-based with a modest allocation to investment-grade and government bonds, supporting diversified, goals-based strategies. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 60 clients, or 30 clients per representative. That equates to $821.2K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Industry Interests
- Investment Themes
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- Services
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Owner & Executives
Suresh Basnet
Chief Compliance Officer, Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4426976
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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David L Knutson
--
- CRD
- #1050224
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,269,754 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,269,754 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Balanced Investment Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.