Ballast, Inc.

CRD 152695 · Lexington, KY · $751.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 152695
SEC number: 801-79651
Firm type: RIA
Assets under management: $751.5M as of Feb 27, 2026
Website: www.ballastplan.com ↗
Phone: 859-226-0625
Address: 400 East Vine St, Lexington, KY, 40507

Advisors at this firm

8 in our index · page 1 of 1

John Valentine BoardmanCRD 4595652 · Lexington, KY

IA RegisteredRegistration inactive
Brian Todd BurtonCRD 6462101 · Lexington, KY

IA Registered
Cameron K HamiltonCRD 6264219 · Lexington, KY

IA RegisteredRegistration inactive
Trent Turner LakesCRD 7661157 · Lexington, KY

IA Registered
Jeffrey Edmund LehmannCRD 6996173 · Lexington, KY

IA Registered
Andrew Joseph ReynoldsCRD 5603070 · Lexington, KY

IA RegisteredRegistration inactive
Catherine RichmondCRD 8185547 · Lexington, KY

IA Registered
Frank Edward YozwiakCRD 6864231 · Lexington, KY

IA Registered

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.

SEC IAPD record for firm CRD 152695 ↗ FINRA BrokerCheck record for firm CRD 152695 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.