$2.0B Total AUM
$2.0B Disc. AUM
41.5% 3Y CAGR
38 Employees
1,864 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Bridge glacierElement +more
- Established Date
- 09-30-2013
- Office Locations
- 15
Office Locations
10 N Broadway Watertown SD
14221 Dallas Parkway Suite 100 Dallas TX
213 Draperton Drive Suite A Ridgeland MS
About Balefire, LLC
Balefire Wealth provides integrated financial, estate, and investment planning for families and business owners, pairing investment management with tax strategy and risk/insurance coordination. The team supports complex needs such as business transitions, family governance, and legacy transfer through a structured, specialist-led process. Headquartered in Dallas with a multi-state office presence and custody that includes Schwab.
Team overview
42 AVG AGE
$52.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.6 yrs AVG TENURE
38 Employees
38 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Atlas element Pioneer zenith Vertex crest Ember frontier North Bridge Optima oak
Client Personas
Pathway vertex Focus signal
Custodian
Crest peak Vector meridian Pathway eagle Quantum Zenith Pioneer Focus Meridian insight
Investment Themes
Pathway Peak Vector quantum North foundation Quantum pioneer Focus bridge
Investment Vehicles
Meridian oak
Platform
Fusion Wave delta
Services
Atlas Timber element Summit Optima Quantum Vital capital Ember Pioneer Capital summit Atlas harbor Vital
Technology
Quantum Atlas fusion Summit vertex
Owner & Executives
GEORGE WESLEY HESTER
Chairman
- CRD
- #1029344
- Ownership
- 10% but less than 25%
(682) 573-8122
pioneer.vertex@unisoncapital.com
in linkedin.com/in/horizon-prime
JASON SIMPSON HESTER
Managing Partner
- CRD
- #3174013
- Ownership
- 10% but less than 25%
(415) 791-4295
radial.momentum@frontiercapital.com
in linkedin.com/in/catalyst-ember
F
Focus fusion
Vertex vector focus
- CRD
- #94397
- Ownership
- 31.4%
(663) 257-1710
vertex.fusion@capitalcapital.com
in linkedin.com/in/delta-beacon
Showing 2 of 7 owners & executives
Unlock allContacts
AMY PESCHL BATTA
--
- CRD
- #2740237
(323) 809-5783
momentum.ridge@catalystcapital.com
in linkedin.com/in/capital-meridian
Michael Karl Bernier
--
- CRD
- #7314161
(981) 373-3159
insight.oak@vertexcapital.com
in linkedin.com/in/pathway-catalyst
A
Atlas fusion
Quantum value harbor
- CRD
- #37861
(399) 201-5875
summit.harbor@fusioncapital.com
in linkedin.com/in/vital-delta
Showing 2 of 40 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,988,796,480 | $1,062,959 |
| Non-Discretionary | $0 | -- |
| Total | $1,988,796,480 | $1,062,959 |
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Separately Managed Accounts
Total SMA Asset: $1,988,796,480
Equity - Exchange:
7.0% Public Funds:
7.2% Cash:
6.8% Corporate - Investment Grade:
17.7% Equity - OTC:
12.2% U.S. Government/Agency:
22.0% Corporate - Non-Investment Grade:
14.9% Municipal Bonds:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $306,888,609 | 7.0% |
| Public Funds | $315,656,855 | 7.2% |
| Cash | $298,120,363 | 6.8% |
| Corporate - Investment Grade | $775,989,768 | 17.7% |
| Equity - OTC | $534,863,004 | 12.2% |
| U.S. Government/Agency | $964,507,056 | 22.0% |
| Corporate - Non-Investment Grade | $653,234,325 | 14.9% |
| Municipal Bonds | $534,863,004 | 12.2% |
| Total | $4,384,122,984 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER MATRIX | PEAK MOMENTUM | 5HZ1AK4W2 | ETY | 7.13% | $42,555,961 |
| BRIDGE SUMMIT | UNISON SIGNAL | KV57VW3D7 | WCSA | 2.48% | $117,949,535 |
| CREST BEACON FUSION | PATHWAY LEGACY | Z1XYVZFJM | PXSGW | 3.38% | $43,695,807 |
| TIMBER VITAL HARBOR | FRONTIER RADIAL | JFR38HNH4 | HAG | 3.24% | $16,571,856 |
| CAPITAL MERIDIAN | TIMBER TIMBER | E6EJKT7XB | PLSZ | 6.53% | $31,916,539 |
| ALPHA EAGLE FUSION | LEGACY NORTH | 3R8LS0XR2 | NFGQ | 3.42% | $35,524,851 |
| OAK RIDGE PRIME | SUMMIT MATRIX | FZEXKDUCC | VLVM | 11.49% | $24,011,693 |
| LEGACY VERTEX CATALYST | BRIDGE EAGLE | GWP6BX32D | EJJZI | 3.66% | $119,197,703 |