BALLAST ADVISORS, LLC
CRD #285991 SEC #801-108984 WOODBURY, MN (651) 478-4644
SEC Registered
Total AUM
$587.6M
Discretionary
$568.5M
Employees
15
Clients
251
Accounts
2,449
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $587.6M | $568.5M | $19M | 15 | 4 |
| Mar 2025 | $587.6M | $568.5M | $19M | 15 | 4 |
| Mar 2025 | $587.6M | $568.5M | $19M | 15 | 4 |
| Mar 2025 | $587.6M | $568.5M | $19M | 15 | 4 |
| Feb 2024 | $512.5M | $495.8M | $16.7M | 16 | 4 |
| Aug 2023 | $473.5M | $455.2M | $18.3M | 14 | 4 |
| Jun 2023 | $473.5M | $455.2M | $18.3M | 14 | 4 |
| Mar 2023 | $473.5M | $455.2M | $18.3M | 14 | 4 |
| Mar 2023 | $528.9M | $504.6M | $24.3M | 13 | 4 |
| Mar 2022 | $528.9M | $504.6M | $24.3M | 13 | 4 |
| Feb 2021 | $450.2M | $430.6M | $19.5M | 13 | 6 |
| Nov 2020 | $396.3M | $382.7M | $13.6M | 13 | 2 |
| Jun 2020 | $396.3M | $382.7M | $13.6M | 13 | 2 |
| Mar 2020 | $396.3M | $382.7M | $13.6M | 13 | 2 |
| Oct 2019 | $341M | $333.5M | $7.5M | 13 | 4 |
| Mar 2019 | $341M | $333.5M | $7.5M | 13 | 4 |
| Mar 2018 | $351.1M | $340.4M | $10.7M | 16 | 4 |
| Mar 2018 | $351.1M | $340.4M | $10.7M | 16 | 4 |
| Jun 2017 | $302.1M | $288.4M | $13.7M | 7 | 0 |
| May 2017 | $302.1M | $288.4M | $13.7M | 7 | 0 |
| Feb 2017 | $0 | $0 | $0 | 7 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$587.6M
Discretionary$568.5M
Non-Disc.$19M
Employees15
Clients4
DateMar 2025
Total AUM$587.6M
Discretionary$568.5M
Non-Disc.$19M
Employees15
Clients4
DateMar 2025
Total AUM$587.6M
Discretionary$568.5M
Non-Disc.$19M
Employees15
Clients4
DateMar 2025
Total AUM$587.6M
Discretionary$568.5M
Non-Disc.$19M
Employees15
Clients4
DateFeb 2024
Total AUM$512.5M
Discretionary$495.8M
Non-Disc.$16.7M
Employees16
Clients4
DateAug 2023
Total AUM$473.5M
Discretionary$455.2M
Non-Disc.$18.3M
Employees14
Clients4
DateJun 2023
Total AUM$473.5M
Discretionary$455.2M
Non-Disc.$18.3M
Employees14
Clients4
DateMar 2023
Total AUM$473.5M
Discretionary$455.2M
Non-Disc.$18.3M
Employees14
Clients4
DateMar 2023
Total AUM$528.9M
Discretionary$504.6M
Non-Disc.$24.3M
Employees13
Clients4
DateMar 2022
Total AUM$528.9M
Discretionary$504.6M
Non-Disc.$24.3M
Employees13
Clients4
DateFeb 2021
Total AUM$450.2M
Discretionary$430.6M
Non-Disc.$19.5M
Employees13
Clients6
DateNov 2020
Total AUM$396.3M
Discretionary$382.7M
Non-Disc.$13.6M
Employees13
Clients2
DateJun 2020
Total AUM$396.3M
Discretionary$382.7M
Non-Disc.$13.6M
Employees13
Clients2
DateMar 2020
Total AUM$396.3M
Discretionary$382.7M
Non-Disc.$13.6M
Employees13
Clients2
DateOct 2019
Total AUM$341M
Discretionary$333.5M
Non-Disc.$7.5M
Employees13
Clients4
DateMar 2019
Total AUM$341M
Discretionary$333.5M
Non-Disc.$7.5M
Employees13
Clients4
DateMar 2018
Total AUM$351.1M
Discretionary$340.4M
Non-Disc.$10.7M
Employees16
Clients4
DateMar 2018
Total AUM$351.1M
Discretionary$340.4M
Non-Disc.$10.7M
Employees16
Clients4
DateJun 2017
Total AUM$302.1M
Discretionary$288.4M
Non-Disc.$13.7M
Employees7
Clients0
DateMay 2017
Total AUM$302.1M
Discretionary$288.4M
Non-Disc.$13.7M
Employees7
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0