$203.1M Total AUM
$203.1M Disc. AUM
6.1% 3Y CAGR
4 Employees
154 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-15-2005
- Office Locations
- 2
Office Locations
-- Brentwood TN
-- Cheyenne WY
About Ball & Company
Ball & Company Wealth Management is a fiduciary RIA based in Brentwood, TN, providing integrated wealth management across financial planning, estate planning, and ongoing investment/asset management. Portfolios are tailored to client risk and market-cycle goals and are implemented primarily with ETFs. Custody through Fidelity/NFS. Led by CFP® Jason L. Ball.
Team overview
41 AVG AGE
$101.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
17.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
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Asset Classes
Alpha horizon Horizon Oak
Client Personas
Pioneer zenith Wave radial
Custodian
Ridge Prime Ridge beacon Atlas Optima
Investment Themes
Vertex north Crest eagle
Investment Vehicles
Prime vertex
Platform
Meridian
Services
Focus pathway Pathway Optima element Peak pioneer Catalyst Wave Value vector Vital beacon Quantum beacon Meridian
Owner & Executives
J
JASON LINDSAY BALL
Certified Financial Planner, Chief Executive Officer, President
- CRD
- #2769170
- Ownership
- 75% or more
(513) 693-5089
peak.ridge@quantumcapital.com
in linkedin.com/in/signal-value
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M
MIRANDA ANN EISELE
Certified Financial Planner
- CRD
- #5909633
(750) 368-1064
atlas.harbor@harborcapital.com
in linkedin.com/in/oak-vertex
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,064,245 | $451,254 |
| Non-Discretionary | $0 | -- |
| Total | $203,064,245 | $451,254 |
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Separately Managed Accounts
Total SMA Asset: $203,064,245
Equity - Exchange:
34.8% Public Funds:
35.1% Cash:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,968,352,030 | 34.8% |
| Public Funds | $2,993,941,271 | 35.1% |
| Cash | $2,567,453,911 | 30.1% |
| Total | $8,529,747,212 | 100.0% |