# Balser Financial Corporation

> Balser Financial Corporation is a state-registered investment advisory firm in Atlanta, GA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated February 19, 2026.

- CRD: 148426
- Filed as: BALSER FINANCIAL CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148426
- AdvisorCensus page: https://advisorcensus.com/firm/balser-financial-corporation-atlanta-ga-148426

## Quick answers

**How is Balser Financial Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Balser Financial Corporation reports these compensation arrangements: other.

**Where is Balser Financial Corporation located?**
Balser Financial Corporation's principal office is in Atlanta, GA, according to its Form ADV.

**Is Balser Financial Corporation registered with the SEC or a state?**
Balser Financial Corporation is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148426.

**Does Balser Financial Corporation 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/148426

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Balser Financial Corporation (CRD 148426): Form ADV filing data as of October 2026.