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- Custodian
- Broadridge · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-14-2009
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between September 30, 2025 and July 31, 2026, reported AUM increased 4.7%, from $5.3B to $5.5B.
Across 5 reported observations, AUM increased 20.5% between September 23, 2022 and July 31, 2026, from $4.6B to $5.5B.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 25 advisory representatives and 464 clients, or 18.6 clients per representative. That equates to $11.9M in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Balentine record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT MCGEE BALENTINE
Advisor, Chairman
- CRD
- --
- Ownership
- Less than 5%
MARK R BELL
Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Danielle Elizabeth Bailey
Relationship Associate
- CRD
- #8229451
MARSHALL REID BRANNOCK
Principal
- CRD
- #6393181
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,303,985,922 | $1,622,014 |
| Non-Discretionary | $238,505,482 | $1,347,489 |
| Total | $5,542,491,404 | $1,607,917 |
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Separately Managed Accounts
SMA allocation detail is available
Balentine has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Balentine's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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