← Tributary

BALENTINE

ATLANTA, GA · CRD 152511 · IAPD ↗ · balentine.com · (404) 537-4800

$5.54BRegulatory AUM
25Advisory reps
61Employees
0Clients
251-500Planning clients
6Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — BALENTINE notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — BALENTINE reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2025 — BALENTINE notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — BALENTINE notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.