Balentine

Firm record

As recorded in SEC IAPD

Firm CRD

152511

SEC number

801-70910

Firm type

RIA

Assets under management

$5.5B as of Jun 2, 2026

Website

www.balentine.com ↗

Phone

(404) 537-4800

Address

3344 Peachtree Road Ne, Atlanta, GA, 30326

Advisors at this firm

15 in our index · page 1 of 1

• Marshall Reid BrannockCRD 6393181 · Raleigh, NC
  IA RegisteredRegistration inactive
• Danielle Elizabeth BaileyCRD 8229451 · Raleigh, NC
  IA Registered
• Caroline CaldwellCRD 7215051 · Atlanta, GA
  IA RegisteredRegistration inactive
• Clifton Lee DortchCRD 7196151 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Juwon B. HillCRD 6443816 · Atlanta, GA
  IA Registered
• Rushil KherajCRD 7299062 · Atlanta, GA
  IA Registered
• Kurt Franklin LoftersCRD 4568334 · Atlanta, GA
  IA Registered
  Disclosure event(s) on record
• John Bosley MaddisonCRD 5361678 · Raleigh, NC
  IA Registered
• Elizabeth Routh MeeksCRD 8110523 · Atlanta, GA
  IA Registered
• Jennifer Kelly PcholinskyCRD 7882954 · Raleigh, NC
  IA Registered
• Michael Eugene PearsonCRD 2751813 · Atlanta, GA
  IA RegisteredRegistration inactive
• Matthew Jay RainesCRD 5590552 · Raleigh, NC
  IA RegisteredRegistration inactive
• Lucas E. RobersonCRD 7541711 · Raleigh, NC
  IA Registered
• Rebecca Elizabeth StoneCRD 4804986 · Atlanta, GA
  IA RegisteredRegistration inactive
• William B. ThackerCRD 6696112 · Atlanta, GA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.