BALLAST, INC.

LEXINGTON, Kentucky·6 registered advisors·CRD# 152695
SEC# 801-796510859-226-0625
01

Firm Overview

AUM
$544M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF CLIENT'S NET WORTH
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BALLAST, INC.

6 registered advisors
Andrew Joseph Reynolds
LEXINGTON, Kentucky
Billy Joe Carroll
LEXINGTON, Kentucky
Brian Todd Burton
LEXINGTON, Kentucky
Cameron K Hamilton
LEXINGTON, Kentucky
Jeffrey Edmund Lehmann
LEXINGTON, Kentucky
John Valentine Boardman
LEXINGTON, Kentucky
05

Office Locations

LEXINGTON, Kentucky
6 advisors

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Data sourced from SEC Form ADV filings. BALLAST, INC. (CRD# 152695) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.