Ballew Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Jackson, MS. Its latest Form ADV filing, dated March 3, 2026, reports $1.3B in regulatory assets under management, 11 employee, and 1,815 accounts.
Assets Under Management
$1.3B
Employees
11
Offices
--
Total Clients
971
Primary office
JACKSON, MS
100 VISION DRIVE, SUITE 325, JACKSON, MS, United States
Top client segmentIndividuals represent 84.2% of total clients.
Top client categories% of clientsClients
1
Individuals
84.2%
818
2
Pension Plans
10.0%
97
3
HNWI
3.6%
35
4
Corporations
2.0%
19
5
Charitable
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 3, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts1,815
10Y AUM Change+$791M (+156.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee88:1
10Y Employee Change+2 (+22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.