$5.5B Total AUM
$5.3B Disc. AUM
8.6% 3Y CAGR
61 Employees
464 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- BeaconBridge atlas +more
- Established Date
- 12-14-2009
- Office Locations
- 2
Office Locations
301 Hillsborough Street Raleigh NC
3344 Peachtree Road NE Suite 2200 Atlanta GA
About Balentine
Balentine is a fiduciary, employee-owned wealth manager serving entrepreneurs, families of wealth, inherited-wealth households, and institutions. The firm helps navigate complex wealth and legacy decisions and coordinates closely with clients’ tax, estate, and insurance advisors. Investment implementation is largely ETF-based in SMAs, with capacity for private funds. High-touch coverage includes ~30:1 clients per relationship manager supported by a six-person team.
Team overview
35 AVG AGE
$221.7M AVG AUM / ADVISOR
$11.9M AVG AUM / CLIENT
3.7 yrs AVG TENURE
61 Employees
25 Advisory Reps
15 RIA Reps
16yrs Firm Age
Insights
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Accredited Investors
Ridge Momentum
Asset Classes
Foundation Beacon ember Optima Value pathway Quantum insight Prime Catalyst Vertex Eagle Beacon alpha Element insight
Client Personas
Meridian Element
CRM
Prime prime Insight
Custodian
Signal Crest Ember Beacon Vertex Matrix vital Eagle Oak Ember frontier Wave Prime Peak capital Vector
Investment Themes
Eagle Summit capital Frontier ridge Timber timber
Investment Vehicles
Alpha Pioneer
Platform
Atlas fusion
Services
Radial horizon Ember glacier Vertex vital Wave radial Quantum Signal Peak legacy Timber glacier Signal element Frontier vital
Technology
Timber north Pioneer Alpha North Peak harbor
Owner & Executives
ROBERT MCGEE BALENTINE
Advisor, Chairman
- CRD
- --
- Ownership
- Less than 5%
(395) 314-5765
horizon.oak@crestcapital.com
in linkedin.com/in/beacon-timber
MARK R BELL
Advisor
- CRD
- --
- Ownership
- Less than 5%
(321) 499-7779
harbor.pathway@insightcapital.com
in linkedin.com/in/insight-signal
E
Ember bridge
Matrix momentum
- CRD
- #91473
- Ownership
- 13.7%
(321) 607-9445
north.ridge@momentumcapital.com
in linkedin.com/in/beacon-capital
Showing 2 of 6 owners & executives
Unlock allContacts
Danielle Elizabeth Bailey
Relationship Associate
- CRD
- #8229451
(587) 860-6832
matrix.ember@pioneercapital.com
in linkedin.com/in/fusion-glacier
MARSHALL REID BRANNOCK
Principal
- CRD
- #6393181
(813) 369-6637
glacier.element@vertexcapital.com
in linkedin.com/in/oak-foundation
O
Oak meridian
Value momentum
- CRD
- #42003
(430) 369-8665
north.foundation@ridgecapital.com
in linkedin.com/in/pathway-zenith
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,303,696,722 | $1,621,926 |
| Non-Discretionary | $238,505,482 | $1,347,489 |
| Total | $5,542,202,204 | $1,607,834 |
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Separately Managed Accounts
Total SMA Asset: $5,376,869,912
Equity - Exchange:
26.4% Private Funds:
19.9% Municipal Bonds:
13.4% Cash:
22.0% U.S. Government/Agency:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,223,836,402 | 26.4% |
| Private Funds | $1,676,300,924 | 19.9% |
| Municipal Bonds | $1,128,765,446 | 13.4% |
| Cash | $1,853,197,001 | 22.0% |
| U.S. Government/Agency | $1,541,522,961 | 18.3% |
| Total | $8,423,622,734 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL FRONTIER | GLACIER RADIAL | XD3KVV1JC | OJIM | 6.76% | $118,462,254 |
| OPTIMA BRIDGE TIMBER | FRONTIER VITAL | 4356VNBAN | CPD | 9.52% | $119,467,201 |
| DELTA CATALYST | SUMMIT INSIGHT | JDGKCAAJK | DGGI | 2.22% | $62,674,962 |
| EMBER CAPITAL QUANTUM | HARBOR FOCUS | 29JIHW5AA | TSA | 9.95% | $36,602,518 |
| MERIDIAN FOCUS CAPITAL | MATRIX PATHWAY | UIE6VJFTR | MHNXA | 11.97% | $71,990,762 |
| PIONEER VITAL | BRIDGE VALUE | PV2RP5ADG | CUSU | 5.86% | $61,206,944 |
| UNISON ZENITH | FUSION GLACIER | 0XXG4HI5E | FOR | 3.22% | $99,233,552 |
| PIONEER MERIDIAN BEACON | VECTOR GLACIER | 3VM6207Y4 | AZZE | 7.91% | $7,153,836 |