Balentine
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Overview
Balentine is a financial advisor company headquartered in Atlanta, Georgia. The company manages $4.4 billion in assets under management over 5,452 accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). The company has an average-sized group, including 24 financial advisors. Balentine is not a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as bonds, stocks and options.
Balentine administers most of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell decisions are made by an investment advisor without needing client permission. It also manages 383 non-discretionary accounts totaling $341.1 million in assets under management. The advisory firm supervises roughly $799,849 in assets for each customer account. An average advisor at Balentine oversees about 227 client accounts.
The firm's central office is located at 3344 Peachtree Road Ne, Atlanta, Georgia 30326. It is legally allowed to serve investors across 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Balentine by the Numbers
$4.4 billion
53
5,452
$799.8 thousand
Products and Services
Balentine provides a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the prior fiscal year, the company provided financial planning services to 101-250 of its clients. The company does not sell products or offer services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services largely depend on which services the firm provides the client. However, fees charged by Balentine most likely consist of some combination of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Balentine does business with a number of different customers. The firm works with retail investors, high net worth investors, pooled investment vehicles, pension plans and charitable organizations. Out of its 5,452 customers, Balentine's biggest client group is high net worth investors, though it also manages money for 367 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 91.98%
- Other Individuals - 1.75%
- Corporations - 1.75%
- Charitable Organizations - 4.51%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Balentine
Atlanta, GA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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