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Balentine & Company Of Tennessee, LLC (Atlanta)


Balentine & Company Of Tennessee, LLC is a pension cosultant based in Atlanta. It manages $76.6 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Tennessee.




Balentine & Company Of Tennessee provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Balentine & Company Of Tennessee: assets under management

The assets under management (AUM) of Balentine & Company Of Tennessee, LLC is $76.6 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $72.8 million in discretionary accounts and $3.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $380 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Balentine & Company Of Tennessee, LLC for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Clayton Associates Indirect interest holder 1 Sep 2000 25% - 50% 62-1625430
Inc. Balentine Holdings Member 1 Jan 2002 25% - 50% 58-2432002
Wilmington Trust Corporation Owner of member 1 Jan 2002 25% - 50% 51-0328154
Inc. Wt Investments Owner of member 1 Jan 2002 25% - 50% 51-0284711

Based in Atlanta

The principal office where Balentine & Company Of Tennessee, LLC performs its advisory services is located at The Pinnacle, 20 Th Floor, Atlanta, GA 30326 3248 The mailing address of the firm is Dover Centre Building B, Suite 200, Franklin, TN 37067. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-760-2100 or by fax 404-760-2101. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.


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