Balentine LLC

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Assets, Funds, Holdings

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CAFR Data
Balentine LLC
CRD #152511
SEC #801-70910
CIK #
AUM $2.4 BB (84% Disc, 100% US, 2020-03-30)
Employees40 (40% Investors, 0% Brokers)
Phone404-537-4800
Address3344 Peachtree Road NE
Atlanta, GA 30326
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02008201220162021
Sector Issuer Cap ($MM) Value ($MM)
IWF 316.4
AGG 293.8
SPTM 93.1
IUSV 83.8
RWR 69.6
IVV 64.6
SPYV 62.6
SPDW 55.1
SPYG 43.4
IEMG 38.3
View All
Holdings by Sector ($)
1.31.00.80.50.30.02015201620182020
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ZWJ Investment Counsel Inc
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Carnegie Capital Asset Management LLC
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Brick Capital Management Inc
MI 2.4
SSN Advisory Inc
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Hammond Associates Institutional Fund Consultants Inc
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Waterfield Asset Management LLC
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IHT Wealth Management LLC
IL 2.4
Vista Wealth Management Group LLC
CA 2.4
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