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BALLENTINE CAPITAL ADVISORS, INC.

15 Halton Green Way
Greenville, South Carolina 29607
Tel: 864-322-6046

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About BALLENTINE CAPITAL ADVISORS, INC.

BALLENTINE CAPITAL ADVISORS, INC, formally registered with the SEC as BALLENTINE CAPITAL ADVISORS, INC. The firm was established in 02/05/2021. They have over 2 offices throughout the country.

BALLENTINE CAPITAL ADVISORS, INC. is a Greenville, South Carolina based Financial Planning firm with nearly $187,874,319 assets under management, offering retirement planning & investment advisory services to 1035 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#140913
SEC#801-120268
Assets Managed by Firm$187,874,319
No. of Clients1035
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1035$187,874,319
Individuals (other than high net worth individuals)242$71,674,957
High net worth individuals77$113,197,819
Pension and profit sharing plans5$2,887,841
Charitable organizationsFewer than 5 clients$113,702

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