BALLEW ADVISORS INC

CRD 110522File 801-38978

APPROVED

Retail clients

Filing as of Mar 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.30B

Above cohort median (national)

Discretionary AUM

$1.30B

Clients

971

1,815 accounts

Employees

Top 25% of cohort in MS

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Jun 21, 1991
Principal office: 100 VISION DRIVE, SUITE 325, JACKSON, MS, 39211
Phone: 601-368-3500
Website: HTTPS://WWW.BALLEWWEALTH.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.30B
Discretionary AUM: $1.30B
Non-discretionary AUM: $0
Discretionary accounts: 1,815
Non-discretionary accounts: 0
Total accounts: 1,815
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	19	$36.0M
Charitable organizations	2	$812K
High net worth individuals	35	$147.6M
Pension and profit sharing plans	97	$629.2M
Individuals (other than high net worth individuals)	818	$482.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SEE SCHEDULE D - MISCELLANEOUS
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.