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BALENTINE
Legal name: BALENTINE LLC
CRD 152511File 801-70910
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.54B
Top 25% of cohort (national)
Discretionary AUM
$5.30B
Non-discretionary $238.5M
Clients
464
3,447 accounts
Employees
61
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 14, 2009
- Principal office
- 3344 PEACHTREE ROAD NE, SUITE 2200, ATLANTA, GA, 30326
- Phone
- (404) 537-4800
- Website
- HTTPS://WWW.BALENTINE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.54B
- Discretionary AUM
- $5.30B
- Non-discretionary AUM
- $238.5M
- Discretionary accounts
- 3,270
- Non-discretionary accounts
- 177
- Total accounts
- 3,447
- AUM per client
- $11.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 13 | $527.9M |
| High net worth individuals | 426 | $4.00B |
| Pooled investment vehicles | 6 | $165.6M |
| Pension and profit sharing plans | 2 | $42.7M |
| State or municipal government entities | 4 | $806.7M |
| Individuals (other than high net worth individuals) | 13 | $3.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This 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.