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Trust Score 86%
Trust Score  info_outline

Ballast, federally registered in 2014, is a Registered Investment Advisor (RIA) in 4 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.

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


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor Brian Todd Burton
Avg Advisor Trust Score 92
Avg Advisor Years Registered 6
Minimum Investment $0
Average Client Balance $727,187
Total AUM $225.4 million
Advisor / Client Ratio 1:62
Headquarters Lexington, KY
SEC Filings Forms and Brochures    (CRD # 152695)
State(s) Registered GA, IN, KY, OH

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