BALENTINE LLC
DBA: BALENTINE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $5.54B |
| Discretionary | $5.30B96% of AUM |
| Non-Discretionary | $238.5M |
| Client Accounts | 3,447 |
| Avg Account Size | $1.6M |
| Employees | 61 |
| Peak AUM | $5.54BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.5B | +4.7% | +7.9% | +14.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $5.54B |
| Discretionary | $5.30B |
| Employees | 61 |
| Client Accounts | 3447 |
| Client Range | 251-500 |
Contact & Location
Address
3344 PEACHTREE ROAD NE
ATLANTA GA 30326
Phone
(404) 537-4800
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$5.3B
95.7% of AUM
Non-Discretionary
$239M
4.3% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm