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, corporate-structured registered investment adviser that has been SEC-registered since 1991. The firm serves both individual and family clients as well as institutional relationships, operating on a fee basis that includes a percentage-of-AUM component alongside other fee arrangements. Its advisory menu covers financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting services and the publication of investment-oriented periodicals or newsletters. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser. An industry affiliation with an insurance company is noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 8Thomas Dale
ShareholderCRD 2586868
James Hurt
ShareholderCRD 718099
Clyde Mosley
PresidentCRD 1517941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$211M in ETFs
62%
$130M
38%
$80.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.1M | 50,956 | 18.10% |
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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