BALENTINE LLC

CRD

152511

SEC file #

801-70910

EIN

271403339

DBA names

Balentine

Economics

AUM

$5.54B

AUM band

$1B+

AUM trajectory

'20 · $2.61B

'21 · $2.77B

'22 · $3.35B

'23 · $4.60B

'25 · $5.30B

'26 · $5.54B

'20'26

$2.61B → $5.54B▲ +113%

sec adv history

Client mix

Individuals High Net Worth	426
Individuals Other	13
Charitable Organizations	13
Pooled Investment Vehicles	6
State Or Municipal Govt	4

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 16 advisors

'21 · 16 advisors

'22 · 18 advisors

'23 · 19 advisors

'25 · 26 advisors

'26 · 25 advisors

'20'26

16 advisors → 25 advisors▲ +56%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

balentine.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BALENTINE PARTNERS LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BALENTINE PARTNERS LLC

FJ INVESTMENTS, LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BALENTINE.COM

Rdap Domain Creation Date

2002-07-24T05:21:26Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

220,293

Form 5500 Compensation Trajectory 3y

2025

220,293

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

220,293

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001586678

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2015-05-15

Edgar Last Filing Date

2026-04-24

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-24

Accession0001398344-26-007159

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	28
E*trade	4

adv brochure

Edgar Addresses

Mailing

3344 PEACHTREE ROADSUITE 2200ATLANTA, GA 30326

Business

3344 PEACHTREE ROADSUITE 2200ATLANTA, GA 30326

Edgar EIN

271403339

Edgar Recent Filings

13F-HR2026-04-24 · 0001398344-26-007159

13F-HR2026-02-02 · 0001398344-26-001814

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2034-07-24T05:21:26Z

Rdap Domain Last Changed

2025-07-16T08:43:37Z

Rdap Nameservers

Ns59.domaincontrol.comNs60.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate