Ballew Advisors Inc

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Assets, Funds, Holdings

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CAFR Data
Ballew Advisors Inc
CRD #110522
SEC #801-38978
CIK #
AUM $571.2 MM (96% Disc, 100% US)
Employees10 (90% Investors, 90% Brokers)
Phone601-368-3500
Address4800 I55 North
Jackson, MS 39211
Source [IAPD] [Website]
Total AUM ($MM)
58046434823211602000200620132020
Sector Holding Cap ($MM) Value ($MM)
FEX8.1
EFAV6.7
TOTL4.8
TOTL4.1
IVV4.0
IEI3.3
IJR2.9
EFR491.92.6
USMV2.6
PFF2.5
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Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Consilium Capital Fund LP [2013-04-26] 29.7 25.1
View All
Fund Directors # Filings # Firms 2011 - 2020
M Ballew III 1 1
Consilium Capital LLC 1 1
T Dale Jr 1 1
Comparable Firms State AUM ($BB)
Almanack Investment Partners LLC
PA 0.8
Griffin Asset Management LLC
NY 0.7
Diastole Wealth Management Inc
CT 0.6
CTC Consulting LLC
OR 0.6
Generation Capital Management LLC
NY 0.6
Hayden Royal LLC
NC 0.5
Raamps LLC
NV 0.5
Rays Capital Partners Limited
0.5
Camelot Portfolios LLC
OH 0.4
Livingston Group Asset Management Company
TN 0.4
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