Ballast Advisors, LLC
● SEC registered since 2017CRD 285991SEC# 801-108984Woodbury, MN
Reg. AUM
$674.5M
Employees
15
Accounts
2,582
Location
Woodbury, MN
Ballast Advisors, LLC assets under management
Ballast Advisors, LLC is a registered investment adviser overseen by the SEC based in Woodbury, MN. The firm has been registered since 2017. It reports $674.5 million in regulatory assets under management and employs 15 people.
Ballast Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Parnell & Associates, Inc. Control | Managing Member | 50-75% | 2017 |
| Paul Louis Parnell Control | Principal And Wealth Advisor | Under 5% | 2017 |
| S Schmidt & Associates LLC Control | Managing Member | 25-50% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Ballast Advisors, LLC manage?
Ballast Advisors, LLC reports $674.5 million in regulatory assets under management on its Form ADV.
How many employees does Ballast Advisors, LLC have?
Ballast Advisors, LLC reports 15 employees.
Where is Ballast Advisors, LLC located?
Ballast Advisors, LLC is based in Woodbury, MN and has been SEC-registered since 2017.
Does Ballast Advisors, LLC disclose fund performance?
Ballast Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 683 Bielenberg Drive, Suite 208, Woodbury, MN 55125 |
| Phone | (651) 478-4644 |
| Fax | (651) 730-5432 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$674.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$674.5Mregulatory AUM
Discretionary $652.6MNon-discretionary $21.9M