Data / Investment advisers / Mississippi / Ballew Advisors Inc
Ballew Advisors Inc, Jackson, MS: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ballew Advisors Inc is an SEC registered investment adviser with its main office in Jackson, Mississippi and reports $1.3 billion in regulatory assets under management in its Form ADV filed March 3, 2026. Its clients include pension and profit sharing plans, individuals and high net worth individuals. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 110522
- SEC file number
- 801-38978
- SEC status
- Approved, effective June 21, 1991
- Main office
- 100 Vision Drive Suite 325, Jackson, MS 39211
- Phone
- (601) 368-3500
- Website
- ballewwealth.com
- Regulatory AUM
- $1,296,126,408 in the Form ADV filed March 3, 2026
- Discretionary AUM
- $1,296,126,408
- Accounts
- 1,815
- Employees
- 11, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 97 | $629.2 million |
| Individuals (other than high net worth individuals) | 818 | $482.5 million |
| High net worth individuals | 35 | $147.6 million |
| Corporations or other businesses | 19 | $36 million |
| Charitable organizations | 2 | $812,137 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.30 billion | March 3, 2026 |
| December 1, 2025 | $1.10 billion | March 21, 2025 |
Other advisers in Mississippi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Smith Shellnut Wilson | Ridgeland | $6.92 billion | Not listed | adviserinfo.sec.gov |
| Hardy Reed, LLC | Tupelo | $2.89 billion | Not listed | adviserinfo.sec.gov |
| The Molpus Woodlands Group, LLC | Ridgeland | $1.83 billion | 9 | adviserinfo.sec.gov |
| Mag Cap | Ridgeland | $1.69 billion | Not listed | adviserinfo.sec.gov |
| Barnes Pettey Financial Advisors, LLC | Clarksdale | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Financial Concepts | Columbus | $1.09 billion | Not listed | adviserinfo.sec.gov |
| Element Wealth, LLC | Ridgeland | $743.7 million | Not listed | adviserinfo.sec.gov |
| Argent Wealth, LLC | Ridgeland | $487.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mississippi
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Ballew Advisors Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.