Investment adviser · CRD 110522

BALLEW ADVISORS INC

Investment adviser filing (IA)

JACKSON, MS, United States · Form ADV filed Mar 3, 2026

Regulatory AUM
$1.3B
Form ADV · Item 5.F
Client accounts
1,815
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans97$629,196,64748.5%
Individuals818$482,466,31637.2%
High-net-worth individuals35$147,625,14611.4%
Corporations & businesses19$36,026,1622.8%
Charities2$812,1370.1%
Filing source

Form ADV 2059403 · Mar 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CONSILIUM CAPITAL FUND, LPOther Private Fund · Last reported Mar 6, 2024$8.9MGross asset value

Form D fundraising filings

Consilium Capital Fund, LP

Fund administrator PANOPTIC FUND ADMINISTRATION, LLC LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HORNE, LLP RIDGELAND, Mississippi, United States
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HORNE, LLP
PCAOB 171

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source
Fund ID
805-2697256560
Reported beneficial owners
19
Minimum commitment
$250K
Form D file number
021-195661

Form ADV 1829519 · Mar 6, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 3, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters

Compensation

Percentage of assets

Principal office

100 VISION DRIVE, SUITE 325
JACKSON, MS, 39211, United States

CRD 110522

Filing source

Form ADV 2059403 · Mar 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.