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| Ballew Advisors Inc
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| CRD # | 110522 |
| SEC # | 801-38978 |
| CIK # | 0001729096 |
| AUM | 1,296.1 M (2026-03-03) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 601-368-3500 |
| Address | 100 Vision Drive Jackson, MS 39211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729096 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gallagher Arthur J & Co | 3.8 | ||
| Apple Inc | 3.0 | ||
| Tesla Motors Inc | 2.2 | ||
| Nvidia Corp | 2.0 | ||
| Valero Energy Corp/Tx | 1.9 | ||
| Amazon Com Inc | 1.4 | ||
| iShares Comex Gold Trust | 1.4 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Consilium Capital Fund LP | [2013-03-28] | 8.9 M | 14.8 M |
| Filed 2024-04-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 818 | 482.5 |
| (b) Individuals (high net worth individuals) | 35 | 147.6 |
| (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 | 97 | 629.2 |
| (h) Charitable organizations | 2 | 0.8 |
| (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 | 19 | 36.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,815 | 1,296.1 |
| By Discretionary | ||
| Discretionary | 1,815 | 1,296.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,815 | 1,296.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,296.1 | |
| Total | 1,815 | 1,296.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Maston Ballew III | Executive Officer | 1 | 1 | |
| T Dale Jr | Executive Officer | 1 | 1 | |
| M Ballew III | Executive Officer | 1 | 1 | |
| Consilium Capital LLC | Executive Officer | 1 | 1 | |
| Thomas Dale Jr | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729096] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
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|---|---|---|
|
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|
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|
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|
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|
DE | 965.8 M |