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- Custodian
- Fidelity/NFS · Jackson National Life · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Catalyst atlas
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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%
Horizon fusion
Delta harbor
- CRD
- #88604
- Ownership
- 25.2%
Showing 2 of 5 owners & executives
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KARL EDGAR BYRD
Partner
- CRD
- #874943
JAMES ALBERT HURT JR
--
- CRD
- #718099
Harbor meridian
Radial prime optima
- CRD
- #21164
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
Total SMA Asset: $1,296,126,408
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,710,951,453 | 100.0% |
| Total | $8,710,951,453 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA NORTH SIGNAL | ELEMENT CREST | 9SQYMR6YN | XSB | 6.85% | $16,756,976 |
| PRIME ALPHA SIGNAL | GLACIER INSIGHT | WK7U5MYPR | DLEBJ | 9.89% | $112,604,975 |
| ELEMENT OPTIMA QUANTUM | FRONTIER SUMMIT | VE8O7OY6W | MQHVJ | 10.72% | $75,300,613 |
| NORTH SIGNAL ATLAS | PRIME ALPHA | OSXBI34XE | IIB | 3.29% | $100,690,227 |
| LEGACY PIONEER | ELEMENT INSIGHT | J2RUT2PE5 | NQKH | 12.26% | $19,116,502 |
| PATHWAY EAGLE SIGNAL | PATHWAY FOCUS | CBTFAL8G6 | MTT | 6.69% | $99,180,955 |
| ZENITH RADIAL MOMENTUM | FOCUS ATLAS | 9PU5BQWNN | WCHQ | 12.52% | $20,496,653 |
| FRONTIER FRONTIER CATALYST | ALPHA FUSION | MOLBYVF2M | VGGSN | 5.50% | $77,129,444 |