Ballardsville Investment Advisors

Overview

Ballardsville Investment Advisors is a small, privately held registered investment adviser organized as an LLC that provides discretionary portfolio management to individuals, families and small businesses. The firm runs a concentrated equity-focused sleeve as its primary offering, supplemented by third-party alternative fund allocations and fixed-income instruments. Its fee model mixes assets-under-management fees with hourly charges, signaling a combination of ongoing portfolio oversight and episodic planning or consulting work. Investment activity centers on exchange-traded equities as the dominant exposure, with the firm deploying both liquid market instruments and selected external managers for non-correlated return streams. Ballardsville does not position itself as an ESG specialist and does not report multi-state adviser status; strategy execution and custody are routed through a major retail custodian, consistent with a compact advisory platform that emphasizes direct client relationships and hands-on portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices