BALLEW ADVISORS INC
SEC RegisteredTransparency, Integrity, Trust
About the firm
Founded in 1988, Ballew Wealth Management is one of the Southeast's premier wealth management firms, overseeing more than $1 billion in assets under management. As an independently owned Registered Investment Advisory firm, they are committed to the highest fiduciary standards, with a fundamental obligation to always act in their clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, private wealth management, corporate retirement plan management, investment management, estate planning, and multi-generational planning.
Who they serve
Individuals, foundations, and trusts; clients seeking private wealth management, holistic financial planning, corporate retirement plan management, and estate planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 818 | $482M |
| High Net Worth Individuals | 35 | $148M |
| Charitable Organizations | 97 | $629M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First Tier | 2.00% |
| Second Tier | 1.00% |
| Over $5,000,000 | 0.00% |
Data as of March 3, 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. BALLEW ADVISORS INC 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.
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