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| Happy Holidays!! thanks for using AUM13F!! |
| Ballew Advisors Inc
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| CRD # | 110522 |
| SEC # | 801-38978 |
| CIK # | 0001729096 |
| AUM | $1.1 B (2025-03-21) |
| Employees | 11 (55% Investors, 55% Brokers) |
| Phone | 601-368-3500 |
| Address | 100 Vision Drive Jackson, MS 39211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gallagher Arthur J & Co | 5.3 | ||
| Apple Inc | 1.9 | ||
| Tesla Motors Inc | 1.7 | ||
| Nvidia Corp | 1.5 | ||
| Microsoft Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Consilium Capital Fund LP | [2013-03-28] | 8.9 | 14.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 790 | 356.2 |
| (b) Individuals (high net worth individuals) | 42 | 182.5 |
| (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 | 102 | 533.5 |
| (h) Charitable organizations | 5 | 1.6 |
| (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 | 16 | 27.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,752 | 1,101.2 |
| By Discretionary | ||
| Discretionary | 1,752 | 1,101.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,752 | 1,101.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,101.2 | |
| Total | 1,752 | 1,101.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Maston Ballew III | 1 | ||
| T Dale Jr | 1 | ||
| M Ballew III | 1 | ||
| Consilium Capital LLC | 1 | ||
| Thomas Dale Jr | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729096] |
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