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| Ballew Advisors Inc
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|
|
|---|---|
| CRD # | 110522 |
| SEC # | 801-38978 |
| CIK # | 0001729096 |
| AUM | $839.7 MM (2023-03-16) |
| Employees | 11 (64% Investors, 64% Brokers) |
| Phone | 601-368-3500 |
| Address | 100 Vision Drive Jackson, MS 39211 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001729096 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Consilium Capital Fund LP | [2013-03-28] | 14.7 | 14.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,074 | 568.3 |
| (b) Individuals (high net worth individuals) | 100 | 236.1 |
| (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 | 1 | 14.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.7 |
| (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 | 27 | 19.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,207 | 839.7 |
| By Discretionary | ||
| Discretionary | 1,206 | 824.9 |
| Non-Discretionary | 1 | 14.8 |
| Total | 1,207 | 839.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 839.7 | |
| Total | 1,207 | 839.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Maston Ballew III | 1 | ||
| T Dale Jr | 1 | ||
| M Ballew III | 1 | ||
| Consilium Capital LLC | 1 | ||
| Thomas Dale Jr | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001729096] |
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