Ballentine Capital Advisors, Inc.
Ballentine Capital Advisors, Inc. (CRD# 140913) is a financial advisory firm headquartered in Greenville, SC. They manage $187,874,319 in 1,035 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management188MILLION
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Total Number of Accounts1,035ACCOUNTS
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Average Account Value$181,521
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, SC, TX
James Ballentine (CRD# 3183968) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 24 years of experience in the finance industry. James Ballentine 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.
Anthony Colancecco (CRD# 6247436) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 9 years of experience in the finance industry. Anthony Colancecco 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.
Anne Thompson (CRD# 6496376) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 7 years of experience in the finance industry.