Ballew Advisors Inc
Firm details
- Headquarters
- Jackson, Mississippi
- CRD number
- 110522
- Registered since
- June 21, 1991
- Website
- ballewwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Pension & Profit Sharing Plans48.54%
- Individuals37.22%
- HNWI11.39%
- Corporations / Businesses2.78%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Ballew Advisors Inc. is an independent registered investment adviser organized as a corporation that has been SEC-registered since 1991. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions; it also provides pension consulting services and publishes periodic newsletters. Compensation is primarily fee-based (percentage of AUM) with other fee arrangements in place. The firm reports a preference for equities and is affiliated with an insurance company. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Brooke Cheslek
Chief Operating OfficerCRD 8136407
Contacts
3 of 9
Alan Mccormick
Financial PlannerCRD 5199744
Robert Rives
Client AdvisorCRD 4505126
James Hurt
ShareholderCRD 718099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$229M in ETFs
59%
$135M
41%
$93.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.5M | 49,824 | 16.83% |
Location
Jackson, MS
Hinds
Location
Jackson, MS
Headquartered in Jackson, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Hinds
- Address
- 100 Vision Dr
- Time zone
- CT (UTC-6)
- Office locations
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