BALENTINE
SEC RegisteredWealth sets you on a path.
About the firm
Balentine is a 100% employee-owned fiduciary wealth management firm purposefully built for families of wealth, with 37 years of the Balentine brand and 27 years of a proven investment process. The firm serves entrepreneurs, inheritors, and institutional stewards, providing personalized partnership with a 30:1 client-to-relationship-manager ratio and a dedicated team of six professionals per client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and advisory services including simplifying financial pictures, protecting family wealth across generations, preserving and growing wealth, and advising on business decisions such as whether to keep or sell a business; coordination with other advisors including tax, accounting, insurance, and estate attorneys
Who they serve
Families of wealth, entrepreneurs, individuals who have inherited wealth, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $3.2M |
| High Net Worth Individuals | 426 | $4.0B |
| Pension/Profit Sharing Plans | 6 | $165M |
| Charitable Organizations | 2 | $43M |
| State/Municipal Entities | 13 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5 Million | 1.00% |
| Next $7.5 Million | 0.75% |
| Next $10 Million | 0.60% |
| Next $10 Million | 0.50% |
| Next $25 Million | 0.40% |
| Next $25 Million | 0.30% |
| Next $17.5 Million | 0.25% |
| Next $150 Million | 0.20% |
| Over $250 Million+ | 0.15% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BALENTINE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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