BALLAST, INC.
SEC Form ADV profile.
Total regulatory AUM
$751,516,845
Discretionary
$699,773,468
Non-discretionary
$51,743,377
Firm details
- CRD number
- 152695
- SEC file number
- 801-79651
- Main office
- LEXINGTON, KY, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTP://WWW.BALLASTPLAN.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.