Ball & Company

Overview

Ball & Company is an independent registered investment adviser that has been SEC-registered since 2013 and operates under individual ownership. The firm serves both high-net-worth individuals and institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. Its investment approach shows a clear tilt toward publicly traded equities as the primary vehicle for client portfolios, while also incorporating third‑party alternative managers to broaden exposure. Fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee options, and the firm operates primarily with discretionary authority over client accounts. Ball & Company is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices