John Robert Hoffman
Financial advisor at Balefire, LLC · Dallas, TX
Last updated 2026-10-10
Claim your profileJohn Robert Hoffman is a financial advisor at Balefire, LLC in Dallas, TX, CRD 4138201. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2014-01-17.
Registration
- CRD number
- 4138201
- Registration status
- Active
- IAPD registration
- 2014-01-17
- Industry Experience
- 12 years
- Work Experience
- 26 years
- States registered
- MN, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2000-02 to 2019-07 · Principal Life Ins Company · Minnetonka, MN
- 2000-02 to 2019-07 · Princor Financial Services Corporation · Minnetonka, MN
- 2020-02 to 2022-06 · Lpl Financial, LLC · Minnetonka, MN
- 2019-07 to 2020-02 · Unemployed · Minnetonka, MN
- 2020-03 to Present · Visionpoint Advisory Group, LLC · Minnetonka, MN
Current employment
- Balefire, LLC · Dallas, TX
Balefire, LLC
- Regulatory AUM
- $1,988,796,480
- Registered advisors
- 37
- Offices
- 18
- Clients per advisor
- 50.4 (Low)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 12.6% (Low)
Balefire, LLC: advisors, services and reported ETF investments
About
John Robert Hoffman is a financial advisor at Balefire, LLC in Dallas, TX. Reported securities licenses include Series 63 and Series 66. The latest record indicates 12 years of industry experience and 26 years of reported work history.
Balefire, LLC's firm-level Form ADV reports 37 advisors across 18 offices; approximately 50.4 clients per advisor, average assets per client of $1,066,951, and regulatory AUM of $2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $359.5M across 213 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John Robert Hoffman personally.
Reported ETF positions
Balefire reports 213 ETF positions worth $359.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $15.6M |
| IVV — iShares Core S&P 500 ETF | $13.2M |
| SPTM — State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $12M |
| VOO — Vanguard S&P 500 ETF | $11.9M |
| QQQ — Invesco QQQ Trust, Series 1 | $11.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Balefire's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $6.2M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $6.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $3M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $2.4M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Balefire, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Representative of a Broker-Deale
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
Location
14221 Dallas Parkway, Dallas, TX 75254
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 972-361-1001
- Website: balefirewealth.com
Official record
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