James
Ballentine
Ballentine Capital Advisors, Inc
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About this Advisor
James Ballentine is a certified financial planner who works out of Greenville, South Carolina with 17 years of industry experience. Ballentine is an employee of Ballentine Capital Advisors, Inc. Over the course of their career, they have held roles at Ballentine Capital Advisors, Inc, Triad Advisors, Inc and Ballentine Capital Management, Inc. Ballentine has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina, South Carolina and Texas. Ballentine Capital Advisors, Inc is a financial advisory company that has its headquarters in Greenville, SC. It has just three advisors. It oversees $188 million in total assets between its 1,035 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,035 customer accounts, 24% are held by high-net-worth clients who have greater than $1 million in assets. Ballentine Capital Advisors, Inc offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on the type of financial services. However, fees billed by Ballentine Capital Advisors, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ballentine Capital Advisors, Inc Brokerage Details
$187,874,319
3
1,035
$181,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Ballentine Work History
James has been registered as a financial advisor for 17 years.*
Ballentine Capital Advisors, Inc
Ballentine Capital Management, Inc
Triad Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Ballentine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ballentine Capital Advisors, Inc
Greenville, SC
Greenville, SC
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
