← Back to searchVisit website
BALLAST CAPITAL ADVISORS, LLC
BALLAST CAPITAL ADVISORS LLC
CRD 282369 · SEC 801-120829
1200 OFFICE PLAZA DRIVE, WEST DES MOINES, IA, 50266, United States
Phone
844-331-4662
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$328.7M
Discretionary AUM
$328.7M
Team
7 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $328.7M |
States served
IA, TX
All web addresses on file
Official SEC filing: View on IAPD