# Balfour Capital Management

> Balfour Capital Management is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 285590
- Filed as: BALFOUR CAPITAL MANAGEMENT
- Legal name: Balfour Capital, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285590
- AdvisorCensus page: https://advisorcensus.com/firm/balfour-capital-management-285590

## Quick answers

**How is Balfour Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Balfour Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Balfour Capital Management registered with the SEC or a state?**
Balfour Capital Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 285590.

**How much does Balfour Capital Management manage?**
Balfour Capital Management reports $6,796,144 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Balfour Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does Balfour Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285590

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $6,796,144
- Discretionary: $6,796,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $3,473,616 |
| High net worth individuals | Fewer than 5 | $3,322,528 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- balfour.us
- balfour401k.com
- balfourcap.com
- balfourcapital.net
- balfourcapitalmanagement.com
- balfourcapitalmgmt.com
- balfourcapmgmt.com
- balfourwealthmgmt.com
- wehbewealth.com
- ziadwehbe401k.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balfour Capital Management (CRD 285590): Form ADV filing data as of October 2026.