BALLAST FINANCIAL ADVISORS, LLC
CRD #304430 SEC #801-117158 WEST CHESTER, PA 484-266-7281
SEC Registered
Total AUM
$276.4M
Discretionary
$98.1M
Employees
6
Clients
10
Accounts
1,378
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $276.4M | $98.1M | $178.3M | 6 | 3 |
| Feb 2024 | $247.4M | $87.9M | $159.4M | 6 | 5 |
| Nov 2023 | $200.8M | $74.5M | $126.3M | 7 | 3 |
| Mar 2023 | $200.8M | $74.5M | $126.3M | 7 | 3 |
| Nov 2022 | $233.9M | $90.9M | $143M | 5 | 6 |
| Aug 2022 | $233.9M | $90.9M | $143M | 5 | 6 |
| Jul 2022 | $233.9M | $90.9M | $143M | 5 | 6 |
| Apr 2022 | $233.9M | $90.9M | $143M | 5 | 6 |
| Mar 2022 | $233.9M | $90.9M | $143M | 5 | 6 |
| Sep 2021 | $121.1M | $4.1M | $117M | 6 | 0 |
| Apr 2021 | $121.1M | $4.1M | $117M | 6 | 0 |
| Mar 2021 | $121.1M | $4.1M | $117M | 6 | 0 |
| Jan 2021 | $97.9M | $0 | $97.9M | 6 | 0 |
| Dec 2020 | $97.9M | $0 | $97.9M | 6 | 0 |
| Dec 2020 | $97.9M | $0 | $97.9M | 4 | 0 |
| Nov 2020 | $97.9M | $0 | $97.9M | 4 | 0 |
| Aug 2020 | $97.9M | $0 | $97.9M | 4 | 0 |
| Aug 2020 | $97.9M | $0 | $97.9M | 4 | 0 |
| May 2020 | $97.9M | $0 | $97.9M | 4 | 0 |
| Mar 2020 | $97.9M | $0 | $97.9M | 4 | 0 |
| Mar 2020 | $97.9M | $0 | $97.9M | 4 | 0 |
| Dec 2019 | $100.1M | $0 | $100.1M | 5 | 0 |
| Dec 2019 | $100.1M | $0 | $100.1M | 5 | 0 |
| Aug 2019 | $0 | $0 | $0 | 5 | 0 |
| Aug 2019 | $0 | $0 | $0 | 5 | 0 |
| Jul 2019 | $0 | $0 | $0 | 5 | 0 |
| Jul 2019 | $0 | $0 | $0 | 5 | 0 |
| Jun 2019 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$276.4M
Discretionary$98.1M
Non-Disc.$178.3M
Employees6
Clients3
DateFeb 2024
Total AUM$247.4M
Discretionary$87.9M
Non-Disc.$159.4M
Employees6
Clients5
DateNov 2023
Total AUM$200.8M
Discretionary$74.5M
Non-Disc.$126.3M
Employees7
Clients3
DateMar 2023
Total AUM$200.8M
Discretionary$74.5M
Non-Disc.$126.3M
Employees7
Clients3
DateNov 2022
Total AUM$233.9M
Discretionary$90.9M
Non-Disc.$143M
Employees5
Clients6
DateAug 2022
Total AUM$233.9M
Discretionary$90.9M
Non-Disc.$143M
Employees5
Clients6
DateJul 2022
Total AUM$233.9M
Discretionary$90.9M
Non-Disc.$143M
Employees5
Clients6
DateApr 2022
Total AUM$233.9M
Discretionary$90.9M
Non-Disc.$143M
Employees5
Clients6
DateMar 2022
Total AUM$233.9M
Discretionary$90.9M
Non-Disc.$143M
Employees5
Clients6
DateSep 2021
Total AUM$121.1M
Discretionary$4.1M
Non-Disc.$117M
Employees6
Clients0
DateApr 2021
Total AUM$121.1M
Discretionary$4.1M
Non-Disc.$117M
Employees6
Clients0
DateMar 2021
Total AUM$121.1M
Discretionary$4.1M
Non-Disc.$117M
Employees6
Clients0
DateJan 2021
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees6
Clients0
DateDec 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees6
Clients0
DateDec 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees4
Clients0
DateNov 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees4
Clients0
DateAug 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees4
Clients0
DateAug 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees4
Clients0
DateMay 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees4
Clients0
DateMar 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees4
Clients0
DateMar 2020
Total AUM$97.9M
Discretionary$0
Non-Disc.$97.9M
Employees4
Clients0
DateDec 2019
Total AUM$100.1M
Discretionary$0
Non-Disc.$100.1M
Employees5
Clients0
DateDec 2019
Total AUM$100.1M
Discretionary$0
Non-Disc.$100.1M
Employees5
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0