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BALLEW ADVISORS INC
CRD 110522File 801-38978
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$1.30B
Clients
971
1,815 accounts
Employees
11
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 955 | 971 | increased by16 |
| Apr 1, 2026 | AUM | $1,101,192,631 | $1,296,126,408 | increased by$194,933,777 |
| Apr 1, 2026 | Accounts | 1,752 | 1,815 | increased by63 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,506 | 955 | decreased by551 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $900,308,805 | $1,101,192,631 | increased by$200,883,826 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,506 | 1,752 | increased by246 |
| Apr 1, 2022 | Clients | 1,171 | 1,506 | increased by335 |
| Apr 1, 2022 | AUM | $825,683,979 | $900,308,805 | increased by$74,624,826 |
| Apr 1, 2022 | Accounts | 1,171 | 1,506 | increased by335 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BALLEW ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BALLEW ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.