BALLEW ADVISORS INC
CRD #110522 SEC #801-38978 JACKSON, MS 601-368-3500
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
11
Clients
25
Accounts
1,752
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 11 | 0 |
| Mar 2024 | $1B | $1B | $8.9M | 11 | 0 |
| Jan 2024 | $839.7M | $824.9M | $14.8M | 11 | 0 |
| Sep 2023 | $839.7M | $824.9M | $14.8M | 11 | 0 |
| Aug 2023 | $839.7M | $824.9M | $14.8M | 11 | 0 |
| Mar 2023 | $839.7M | $824.9M | $14.8M | 11 | 0 |
| Mar 2022 | $900.3M | $884.7M | $15.6M | 11 | 0 |
| Feb 2022 | $825.7M | $807.7M | $18M | 11 | 0 |
| Apr 2021 | $825.7M | $807.7M | $18M | 11 | 0 |
| Apr 2021 | $825.7M | $807.7M | $18M | 11 | 0 |
| Mar 2021 | $825.7M | $807.7M | $18M | 11 | 0 |
| Aug 2020 | $743.3M | $717.6M | $25.7M | 12 | 0 |
| Jun 2020 | $743.3M | $717.6M | $25.7M | 13 | 0 |
| Feb 2020 | $743.3M | $717.6M | $25.7M | 13 | 0 |
| Mar 2019 | $571.2M | $547M | $24.3M | 10 | 0 |
| Sep 2018 | $579.3M | $553.4M | $25.9M | 9 | 0 |
| Mar 2018 | $579.3M | $553.4M | $25.9M | 9 | 0 |
| Mar 2017 | $505.4M | $482.5M | $22.8M | 9 | 800 |
| Feb 2017 | $453.7M | $437.7M | $16M | 9 | 900 |
| Oct 2016 | $453.7M | $437.7M | $16M | 10 | 900 |
| Jun 2016 | $453.7M | $437.7M | $16M | 13 | 900 |
| Mar 2016 | $453.7M | $437.7M | $16M | 13 | 900 |
| Jan 2016 | $474M | $458.9M | $15.1M | 13 | 900 |
| Jan 2016 | $474M | $458.9M | $15.1M | 13 | 900 |
| Mar 2015 | $474M | $458.9M | $15.1M | 14 | 900 |
| Nov 2014 | $454.1M | $433.7M | $20.4M | 13 | 800 |
| Mar 2014 | $454.1M | $433.7M | $20.4M | 13 | 800 |
| Apr 2013 | $409.3M | $391.7M | $17.5M | 12 | 700 |
| Mar 2013 | $409.3M | $391.7M | $17.5M | 12 | 700 |
| Mar 2012 | $367.7M | $348.7M | $19M | 6 | 600 |
| Mar 2011 | $387.7M | $361.7M | $26M | 10 | -- |
| Oct 2009 | $285.4M | $266.7M | $18.7M | 10 | -- |
| Mar 2009 | $285.4M | $266.7M | $18.7M | 10 | -- |
| Mar 2008 | $354.4M | $335.9M | $18.4M | 10 | -- |
| Mar 2007 | $317.5M | $317.5M | $0 | 10 | -- |
| Dec 2006 | $278.7M | $278.7M | $0 | 5 | -- |
| Mar 2006 | $278.7M | $278.7M | $0 | 5 | -- |
| Feb 2006 | $278.7M | $278.7M | $0 | 5 | -- |
| Jan 2006 | $278.7M | $278.7M | $0 | 5 | -- |
| Jan 2005 | $249.7M | $249.7M | $0 | 10 | -- |
| Dec 2004 | $248.4M | $248.4M | $0 | 10 | -- |
| Mar 2002 | $168.2M | $168.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$8.9M
Employees11
Clients0
DateJan 2024
Total AUM$839.7M
Discretionary$824.9M
Non-Disc.$14.8M
Employees11
Clients0
DateSep 2023
Total AUM$839.7M
Discretionary$824.9M
Non-Disc.$14.8M
Employees11
Clients0
DateAug 2023
Total AUM$839.7M
Discretionary$824.9M
Non-Disc.$14.8M
Employees11
Clients0
DateMar 2023
Total AUM$839.7M
Discretionary$824.9M
Non-Disc.$14.8M
Employees11
Clients0
DateMar 2022
Total AUM$900.3M
Discretionary$884.7M
Non-Disc.$15.6M
Employees11
Clients0
DateFeb 2022
Total AUM$825.7M
Discretionary$807.7M
Non-Disc.$18M
Employees11
Clients0
DateApr 2021
Total AUM$825.7M
Discretionary$807.7M
Non-Disc.$18M
Employees11
Clients0
DateApr 2021
Total AUM$825.7M
Discretionary$807.7M
Non-Disc.$18M
Employees11
Clients0
DateMar 2021
Total AUM$825.7M
Discretionary$807.7M
Non-Disc.$18M
Employees11
Clients0
DateAug 2020
Total AUM$743.3M
Discretionary$717.6M
Non-Disc.$25.7M
Employees12
Clients0
DateJun 2020
Total AUM$743.3M
Discretionary$717.6M
Non-Disc.$25.7M
Employees13
Clients0
DateFeb 2020
Total AUM$743.3M
Discretionary$717.6M
Non-Disc.$25.7M
Employees13
Clients0
DateMar 2019
Total AUM$571.2M
Discretionary$547M
Non-Disc.$24.3M
Employees10
Clients0
DateSep 2018
Total AUM$579.3M
Discretionary$553.4M
Non-Disc.$25.9M
Employees9
Clients0
DateMar 2018
Total AUM$579.3M
Discretionary$553.4M
Non-Disc.$25.9M
Employees9
Clients0
DateMar 2017
Total AUM$505.4M
Discretionary$482.5M
Non-Disc.$22.8M
Employees9
Clients800
DateFeb 2017
Total AUM$453.7M
Discretionary$437.7M
Non-Disc.$16M
Employees9
Clients900
DateOct 2016
Total AUM$453.7M
Discretionary$437.7M
Non-Disc.$16M
Employees10
Clients900
DateJun 2016
Total AUM$453.7M
Discretionary$437.7M
Non-Disc.$16M
Employees13
Clients900
DateMar 2016
Total AUM$453.7M
Discretionary$437.7M
Non-Disc.$16M
Employees13
Clients900
DateJan 2016
Total AUM$474M
Discretionary$458.9M
Non-Disc.$15.1M
Employees13
Clients900
DateJan 2016
Total AUM$474M
Discretionary$458.9M
Non-Disc.$15.1M
Employees13
Clients900
DateMar 2015
Total AUM$474M
Discretionary$458.9M
Non-Disc.$15.1M
Employees14
Clients900
DateNov 2014
Total AUM$454.1M
Discretionary$433.7M
Non-Disc.$20.4M
Employees13
Clients800
DateMar 2014
Total AUM$454.1M
Discretionary$433.7M
Non-Disc.$20.4M
Employees13
Clients800
DateApr 2013
Total AUM$409.3M
Discretionary$391.7M
Non-Disc.$17.5M
Employees12
Clients700
DateMar 2013
Total AUM$409.3M
Discretionary$391.7M
Non-Disc.$17.5M
Employees12
Clients700
DateMar 2012
Total AUM$367.7M
Discretionary$348.7M
Non-Disc.$19M
Employees6
Clients600
DateMar 2011
Total AUM$387.7M
Discretionary$361.7M
Non-Disc.$26M
Employees10
Clients--
DateOct 2009
Total AUM$285.4M
Discretionary$266.7M
Non-Disc.$18.7M
Employees10
Clients--
DateMar 2009
Total AUM$285.4M
Discretionary$266.7M
Non-Disc.$18.7M
Employees10
Clients--
DateMar 2008
Total AUM$354.4M
Discretionary$335.9M
Non-Disc.$18.4M
Employees10
Clients--
DateMar 2007
Total AUM$317.5M
Discretionary$317.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$278.7M
Discretionary$278.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$278.7M
Discretionary$278.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$278.7M
Discretionary$278.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$278.7M
Discretionary$278.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$249.7M
Discretionary$249.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$248.4M
Discretionary$248.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees5
Clients--