Ballast, Inc.

Ballast, Inc. (CRD# 152695) is a financial advisory firm headquartered in Lexington, KY. They manage $150,400,459 in 794 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $189,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, KY, OH

Financial Advisors at Ballast, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John V. Boardman
CRD#: 4595652
360 E. Vine Street, Suite 320, Lexington, KY 40507
96
Wealthminder
score

John Boardman (CRD# 4595652) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 14 years of experience in the finance industry. John Boardman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrew J. Reynolds
CRD#: 5603070
360 E. Vine Street, Suite 320, Lexington, KY 40507
96
Wealthminder
score

Andrew Reynolds (CRD# 5603070) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 6 years of experience in the finance industry. Andrew Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian T. Burton
CRD#: 6462101
360 E. Vine Street, Suite 320, Lexington, KY 40507
88
Wealthminder
score

Brian Burton (CRD# 6462101) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has 1 year of experience in the finance industry.

4
Cameron K. Hamilton
CRD#: 6264219
360 E. Vine Street, Suite 320, Lexington, KY 40507
88
Wealthminder
score

Cameron Hamilton (CRD# 6264219) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 2 years of experience in the finance industry.

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