B
$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-15-2017
- Office Locations
- 1
Office Locations
15500 THE Glebe Lane Charles City VA
About Ballardsville Investment Advisors
Ballardsville Investment Advisors is a Charles City-based RIA. The firm has been operating for 9 years. Managing $25.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$294.1K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Delta capital Bridge
Client Personas
Beacon north
Investment Themes
Matrix catalyst
Investment Vehicles
Bridge glacier
Services
Quantum beacon Summit matrix Foundation beacon Atlas
Owner & Executives
No owner records available.
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Unlock allContacts
WILLIAM JOSEPH HOPKE
Financial Advisor
- CRD
- #873981
(467) 753-9244
beacon.peak@momentumcapital.com
in linkedin.com/in/atlas-crest
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,000,000
Equity - Exchange:
11.9% Corporate - Investment Grade:
35.5% Cash:
8.8% U.S. Government/Agency:
27.8% Public Funds:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $627,588,208 | 11.9% |
| Corporate - Investment Grade | $1,872,216,923 | 35.5% |
| Cash | $464,098,843 | 8.8% |
| U.S. Government/Agency | $1,466,130,435 | 27.8% |
| Public Funds | $843,816,078 | 16.0% |
| Total | $5,273,850,487 | 100.0% |