Balentine Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Balentine, federally registered in 2009, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 1 advisors. Balentine manages $2.6 billion and provides investment advisory services for 258 clients (1:258 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $5,000,000
Average Client Balance $10,107,179
Hybrid Advisor No
Disciplinary History No
Total AUM $2.6 billion
Advisor / Client Ratio 1:258
Headquarters Atlanta, GA
SEC Filings Forms and Brochures    (CRD # 152511)
State(s) Registered AL, FL, GA, NJ, NY, NC, SC, TN, TX, VA, WV

Questions & Answers

Get answers about Balentine

Ask a question question_answer