BALLAST CAPITAL ADVISORS LLC
Legal name: BALLAST CAPITAL ADVISORS, LLC
CRD #282369 SEC #801-120829 WEST DES MOINES, IA 844-331-4662
SEC Registered
Total AUM
$318.4M
Discretionary
$318.4M
Employees
7
Clients
10
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $318.4M | $318.4M | $0 | 7 | 0 |
| Jan 2024 | $297.3M | $297.3M | $0 | 8 | 0 |
| Mar 2023 | $273.9M | $273.9M | $0 | 7 | 0 |
| Oct 2022 | $261.4M | $261.4M | $0 | 5 | 0 |
| May 2022 | $261.4M | $261.4M | $0 | 5 | 0 |
| Mar 2022 | $261.4M | $261.4M | $0 | 5 | 0 |
| Mar 2021 | $220.4M | $220.4M | $0 | 5 | 0 |
DateMar 2025
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$297.3M
Discretionary$297.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$261.4M
Discretionary$261.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$261.4M
Discretionary$261.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$261.4M
Discretionary$261.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees5
Clients0