Balentine - Investment Advisers

About Balentine

Balentine is an investment adviser headquartered in Atlanta, Georgia, managing $5.54 billion in regulatory assets. The firm serves families, entrepreneurs, and institutional clients through a range of services including wealth management, financial planning, business advisory, and legacy planning. Established approximately four decades ago, Balentine's model emphasizes collaboration and personalized attention to address each client's unique financial circumstances, family dynamics, and long-term objectives. Operating from offices in Atlanta and Raleigh, North Carolina, Balentine employs 61 professionals. Among advisers in Georgia, the firm serves clients across various life and wealth stages—from those who have built businesses to inheritors of wealth and institutional asset managers. The practice is built on client relationships grounded in trust, technical expertise, and individualized guidance.

Key Facts

Assets Under Management

$5.54B

Employees

61

SEC File Number

801-70910