RIA Intel›Advisers›Georgia›BALENTINE LLC

BALENTINE LLC

Advisory

N·ATLANTA, GA

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$5.5B

1-Year AUM Growth

0.0%

3-Year CAGR

+9.6%

Employees

25

Assets Under Management

Total AUM$5.5B

Discretionary AUM$5.3B

Non-Discretionary AUM$239M

Discretionary %95.7%

Total Clients468

Team

Total Employees25

Investment Advisers61

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record41

First FilingDec 7, 2009

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BALENTINE LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.