Ballast Review

Trust Score 86%
Trust Score info_outline

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

Share Firm Profile

Ballast, federally registered in 2014, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 5 advisors. Ballast manages $225.4 million and provides investment advisory services for 310 clients (1:62 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 $0
Average Client Balance $727,187
Hybrid Advisor No
Disciplinary History No
Total AUM $225.4 million
Advisor / Client Ratio 1:62
Headquarters Lexington, KY
SEC Filings Forms and Brochures    (CRD # 152695)
State(s) Registered GA, KY, OH

Questions & Answers

Get answers about Ballast

Ask a question question_answer