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- Custodian
- Fidelity/NFS · Jackson National Life · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-21-1991
- Office Locations
- 1
Office Locations
About Ballew Advisors INC
Ballew Wealth Management is an independently owned RIA founded in 1988 serving individuals, foundations and trusts across the Southeast. The team provides private wealth management, holistic financial planning, corporate retirement plan management, Social Security and estate planning. Portfolios are custom built around current economic conditions and market trends with a risk-managed, global macro lens, backed by a team approach with 300+ years of advising experience.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 3, 2026, reported AUM increased 17.7%, from $1.1B to $1.3B.
Across 5 reported observations, AUM increased 44.0% between March 21, 2022 and March 3, 2026, from $900.3M to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 971 clients, or 161.8 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CLYDE BROOKS MOSLEY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1517941
- Ownership
- 75% or more
BROOKE HUMPHRIES CHESLEK
CHIEF OPERATING OFFICER, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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KARL EDGAR BYRD
Partner
- CRD
- #874943
JAMES ALBERT HURT JR
Client Advisor
- CRD
- #718099
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,296,126,408 | $714,119 |
| Non-Discretionary | $0 | -- |
| Total | $1,296,126,408 | $714,119 |
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Separately Managed Accounts
SMA allocation detail is available
Ballew Advisors INC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ballew Advisors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.