Ballast Review


Trust Score 86%
Trust Score info_outline

Last updated: May 21st, 2019. Data source: SEC filings.

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.

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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


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