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| Keyboard |
| Ballast Capital Advisors LLC
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|---|---|
| CRD # | 282369 |
| SEC # | 801-120829 |
| CIK # | |
| AUM | 328.7 M (2026-03-02) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 844-331-4662 |
| Address | 1200 Office Plaza Drive West Des Moines, IA 50266 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 42 | 328.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 147 | 328.7 |
| By Discretionary | ||
| Discretionary | 147 | 328.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 147 | 328.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.7 | |
| Total | 147 | 328.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dependable Alternative Investments LLC
✚
|
CA | 329.6 M |
|
NVNG Investments Inc
✚
|
MI | 329.5 M |
|
Bryspen Incorporated
✚
|
DC | 329.3 M |
|
Artifex Financial Group LLC
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|
OH | 328.7 M |
|
Kenney Investments Inc
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|
IL | 328.5 M |
|
OMC Financial Services Ltd
✚
|
NY | 328.5 M |
|
Torrey Growth & Income Advisors LLC
✚
|
CA | 328.4 M |
|
Thomas Story and Son LLC
✚
|
IN | 328.2 M |
|
Rye Brook Capital LLC
✚
|
CT | 327.3 M |
|
Latko Wealth Management Ltd
✚
|
IL | 327.2 M |