Balentine
Registered investment advisor · Atlanta, Georgia · CRD #152511
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Balentine
Balentine is an employee-owned wealth management firm based in Atlanta, Georgia, with an additional office in Raleigh, North Carolina. Founded in 2009, it offers wealth management and investment advisory services to high-net-worth families, entrepreneurs, and not-for-profit organizations. The firm specializes in asset management, investment strategy, and personalized investment solutions tailored to individual client needs. As a 100% employee-owned company, Balentine emphasizes a client-centric
Fee Structure
Frequently Asked Questions
What is Balentine's AUM?
Balentine reports approximately $5.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Balentine headquartered?
Balentine is headquartered in Atlanta, Georgia.
What is Balentine's CRD number?
Balentine's CRD number is 152511. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Balentine manage?
Balentine manages approximately 3,447 client accounts according to its latest SEC filing.
Is Balentine SEC registered?
Yes, Balentine is registered with the SEC as an investment adviser with an approved registration status.
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