RIA IntelAdvisersOklahomaBALL INVESTMENTS CORPORATION

BALL INVESTMENTS CORPORATION

Advisory

OK

Data as of Jul 12, 2026 · Source: SEC Form ADV

Average account
$17K
across 194 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 12, 2026.

Total AUM
$3M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients69
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, FL, OK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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