SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Balentine
Atlanta, GA
Balentine LLC, CRD 152511
Firm filing updated August 25, 2026 ·
- $5.5BAssets
- 464Clients
- 25Advisory staff
- 3,447Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals426
- Individuals13
- Charities13
- Pooled vehicles6
- State or municipal government entities (including government pension plans)4
- and 1 more2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 13 | $3.2 million |
| High net worth individuals | 426 | $4.0 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $165.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $42.7 million |
| Charitable organizations | 13 | $527.9 million |
| State or municipal government entities (including government pension plans) | 4 | $806.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "BUSINESS ADVISORY SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "BUSINESS ADVISORY SERVICES"
Assets and accounts
- Regulatory assets$5.5 billion
- Accounts3,447
- Discretionary$5.3 billion · 3,270 accounts
- Non-discretionary$238.5 million · 177 accounts
People
- Employees61
- Advisory staff25
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Balentine LLC SEC-registered investment advisor. CRD 152511, SEC file 801-70910.
- Registered with the SEC as an investment advisor (status date on record: December 14, 2009).
Is Balentine a fiduciary?
Short answer: Balentine is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.