Ballew Advisors Inc
● SEC registered since 1991CRD 110522SEC# 801-38978Jackson, MS
Reg. AUM
$1.3B
Employees
11
Accounts
1,815
Location
Jackson, MS
About Ballew Advisors
Ballew Advisors, operating as Ballew Wealth Management, is an independently owned RIA offering financial planning, private wealth management, corporate retirement plans, investment management, and estate and multi-generational planning. The firm emphasizes transparency, integrity, and trust.
Summary based on the firm’s website.
Ballew Advisors Inc assets under management
Ballew Advisors Inc operates as an SEC-registered investment adviser based in Jackson, MS. The firm has been registered since 1991. It reports $1.3 billion in regulatory assets under management and employs 11 people.
Ballew Advisors Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Patrick McCormick Control | Vice President | Under 5% | 2023 |
| Brooke Humphries Cheslek Control | Chief Operating Officer, Treasurer | Under 5% | 2025 |
| Clyde Brooks Mosley Control | Chief Executive Officer/Chief Compliance Officer/President | Over 75% | 2006 |
| Robert Scott Rives Control | Vice President | Under 5% | 2023 |
| Security Ballew, Inc. Control | Parent Company/Sole Shareholder | Over 75% | 1988 |
| Thomas Douglas Dale Control | Corporate Secretary | Under 5% | 2005 |
| S B Holding Company, Inc. Control | Sole Shareholder Of Security Ballew, Inc. | Over 75% | 2005 |
Frequently asked questions
How much does Ballew Advisors Inc manage?
Ballew Advisors Inc reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Ballew Advisors Inc have?
Ballew Advisors Inc reports 11 employees.
Where is Ballew Advisors Inc located?
Ballew Advisors Inc is based in Jackson, MS and has been SEC-registered since 1991.
Does Ballew Advisors Inc disclose fund performance?
Ballew Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Vision Drive, Suite 325, Jackson, MS 39211 |
| Phone | 601-368-3500 |
| Fax | 601-368-3500 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.3B▲ 18%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,369 advisers
EmployeesTop 38%
More than 62% of 16,804 advisers
Assets under management
$1.3Bregulatory AUM
Discretionary $1.3B