Balentine is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $5.5B in regulatory assets under management, 61 employee, 1 office, and 3,447 accounts.
Assets Under Management
$5.5B
Employees
61
Offices
1 office
Total Clients
464
Primary office
ATLANTA, GA
3344 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.8% of total clients.
Top client categories% of clientsClients
1
HNWI
91.8%
426
2
Individuals
2.8%
13
3
Charitable
2.8%
13
4
Pooled Investment Vehicles
1.3%
6
5
Government
0.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of March 30, 2026
Discretionary95.7%
$5.3B
96% of total RAUM95.7%
Non-discretionary4.3%
$239M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.5B
Total Accounts3,447
10Y AUM Change+$3.7B (+200.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees61
Clients per Employee8:1
10Y Employee Change+31 (+103.3%)
* 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.