Owner · Balefire, LLC
James M. Mars
CRD 1492554 · Named on Form ADV at one SEC-registered adviser
At a glance
Balefire, LLC, an SEC-registered wealth manager based in Dallas, TX with $2.0 billion in regulatory assets, lists James M. Mars on its Form ADV as Owner, a control person.
Firms and roles
- Balefire, LLCOwnerWealth manager · Dallas, TX · $2.0B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- John R. HoffmanManaging Partner, Balefire, LLC
- Mark M. OswaldChief Compliance Officer, Balefire, LLC
- Jason S. HesterManaging Partner, Balefire, LLC
- George W. HesterMinority Owner, Balefire, LLC
- Blair M EnfieldMinority Owner, Balefire, LLC
2 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.