DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Balentine
Legal name Balentine LLC
Latest filing Aug 25, 2026
First filing on the tape Jan 20, 2012 · 41 filings
SEC status approved since Dec 14, 2009
RAUM
$5.5B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
72%
$4.0B individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$308M
derived; firm RAUM over IAPD count
Employees
61
25 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
6
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$5.5B as of Aug 25, 2026
Mar 27, 2012$1.1B then
HNW client RAUM$4.0B as of Aug 25, 2026
Mar 29, 2018$1.9B then
State-registered IARs (5.B.3)15 as of Aug 25, 2026
Mar 27, 20120 then
Employees (5.A)61 as of Aug 25, 2026
Apr 1, 201322 then
Private funds6 as of Aug 25, 2026
Mar 31, 20221 then
RAUM +4.7% over the last fiscal year+8.3% a year over threeIARs 14 to 15
Practice profile
derived from the filing of Aug 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $326MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 26derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.4MderivedHNW RAUM over HNW clients
- Average account
- $1.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 25%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.6derivedItem 5.A over advisors
- Advisors per office
- 8.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +7.1%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.1%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $376M, 342 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$4.0B72%
- State and municipal entities$807M15%
- Charitable organizations$528M9.5%
- Pooled investment vehicles$166M3.0%
- Pension and profit-sharing plans$42.7M0.8%
- Individuals$3.2M0.1%
- Individual clients
- 13reported
- HNW clients
- 426reported
- Pension plan clients
- 2reported
- Charitable clients
- 13reported
- Accounts
- 3,447reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $376M for 342 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.72 fund_share=0.03 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
17 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Eugene Pearson | Atlanta, Ga | Jan 19, 2024 | 25 y | 9 |
| Marshall Reid BrannockCertified Financial Planner | Raleigh, Nc | Mar 7, 2024 | 11 y | 0 |
| John Bosley MaddisonCertified Financial Planner, Chartered Financial Analyst | Atlanta, Ga | Mar 18, 2024 | 19 y | 0 |
| Jennifer Kelly PcholinskyCertified Financial Planner | Atlanta, Ga | Mar 21, 2024 | 10 y | 0 |
| Rebecca Elizabeth StoneCertified Financial Planner | Atlanta, Ga | Feb 24, 2025 | 21 y | 3 |
| Caroline Caldwell | Atlanta, Ga | Mar 3, 2025 | 15 y | 1 |
| Kurt Franklin Lofters | Atlanta, Ga | Mar 3, 2025 | 23 y | 5 |
| Juwon B. HillCertified Financial Planner | Atlanta, Ga | Mar 3, 2025 | 11 y | 3 |
| William B. Thacker | Atlanta, Ga | Jun 25, 2025 | 10 y | 3 |
| Clifton Lee Dortch | Atlanta, Ga | Aug 8, 2025 | 11 y | 1 |
| Matthew Jay Raines | Atlanta, Ga | Aug 28, 2025 | 15 y | 0 |
| Elizabeth Routh Meeks | Atlanta, Ga | Sep 26, 2025 | 12 y | 0 |
| Lucas E. Roberson | Atlanta, Ga | Mar 15, 2026 | 10 y | 3 |
| Danielle Elizabeth Bailey | Raleigh, Nc | Apr 14, 2026 | 11 y | 0 |
| Victor Gitau | Atlanta, Ga | Aug 4, 2026 | 14 y | 0 |
| Melissa Wetsig PhillippiCertified Financial Planner | Raleigh, Nc | Aug 14, 2026 | 20 y | 4 |
| Kevin Lee Murdock | Atlanta, Ga | Sep 8, 2026 | 12 y | 5 |
Advisor movement
3 left, 3 joined in 12 months
net 0 in 12 months1 left in 90 days2 joined in 90 daysdeparture rate 17% of current headcount6 left over 36 months
Left, latest
- Rushil Kheraj to Hb WealthSep 15, 2026 · RIA to RIA
- Jonathan Christopher Bristow to Hb WealthApr 17, 2026 · RIA to RIA
- Jennifer Scott Friberg to Martinwright Advisory, LLCMar 2, 2026 · RIA to RIA
- Michael Brandon Binnicker to Hb WealthJul 25, 2025 · RIA to RIA
- Margaret F Sims to Truist Advisory Services, Inc.Apr 10, 2025 · RIA to affiliated broker-dealer or bank
- Michael Robinson Ragsdale to Eqv Advisory, LLCAug 23, 2024 · RIA to a newly registered adviser
- Paul Matthew Damm to Aprio Wealth Management, LLCJun 22, 2015 · Other
Joined, latest
- Kevin Lee Murdock from Osaic Wealth, Inc.Sep 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- Melissa Wetsig Phillippi from Commonwealth Financial NetworkAug 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Lucas E. Roberson from CaptrustMar 15, 2026 · Other
- Clifton Lee Dortch from Wells Fargo AdvisorsAug 8, 2025 · Wirehouse to independent RIA
- William B. Thacker from J.P. Morgan Securities LLCJun 25, 2025 · Wirehouse to independent RIA
- Jennifer Scott Friberg from Blackrock Financial Management, IncApr 1, 2025 · Other
- Rushil Kheraj from Truist Advisory Services, Inc.Apr 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Kurt Franklin Lofters from Southeastern Advisory Services IncMar 3, 2025 · Other
- Juwon B. Hill from Ensemble Capital Management, LLCMar 3, 2025 · RIA to RIA
- Caroline Caldwell from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 3, 2025 · Wirehouse to independent RIA
- Rebecca Elizabeth Stone from Morgan StanleyFeb 24, 2025 · Wirehouse to independent RIA
- Margaret F Sims from Truist Advisory Services, Inc.Apr 22, 2024 · Affiliated broker-dealer or bank to independent RIA
- Michael Robinson Ragsdale from Franklin Street Advisors Inc.Apr 9, 2024 · Other
- Michael Brandon Binnicker from J.P. Morgan Securities LLCApr 5, 2024 · Wirehouse to independent RIA
- Michael Eugene Pearson from Bb&T Securities, LLCJan 19, 2024 · Affiliated broker-dealer or bank to independent RIA
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Private Credit Opportunities II, LP | $42.9M | 41 | Aug 25, 2026 | |
| Credit Opportunities 2023, LP | Private Equity Fund | $41.1M | 57 | Mar 27, 2024 |
| Decarbonization 2022, LP | Private Equity Fund | $30.4M | 57 | Mar 31, 2022 |
| Sunbelt Plus Real Estate Opportunities Fund 1, LP | $20.7M | 38 | Aug 25, 2026 | |
| Industrial And Aerospace Buyout 2022 | Private Equity Fund | $20.5M | 38 | Mar 27, 2024 |
| Logistics Co-Invest 2022, LP | Private Equity Fund | $10.0M | 58 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Mcgee Robert Balentine · Chairman, Partner (Bp, LLC)controlsince 01/2010 · owns less than 5%
- R Mark Bell · Partner (Bp, LLC)controlsince 07/2020 · owns less than 5%
- John Adrian Cronje · Chief Executive Officercontrolsince 01/2010 · owns less than 5%
- Louis David Damiani · Chief Investment Officercontrolsince 01/2010 · owns less than 5%
- Reichenbach Jennifer Dangar · Chief Operating Officer, Partner (Bp, LLC)controlsince 01/2023 · owns less than 5%
- Bosley John Maddison · Partner (Bp, LLC)controlsince 01/2019 · owns less than 5%
- G Bradley Martin · Partner (Bp, LLC)controlsince 01/2018 · owns less than 5%
- Eugene Michael Pearson · Chief Compliance Officer, Chief Risk Officercontrolsince 09/2022 · owns less than 5%
- Ellis Brittain Prigge · President, Director Of Relationship Management, Management Committee Member, Partner (Bp, LLC)controlsince 01/2010 · owns less than 5%
- Mcgee Robert Balentine · Chairman, Partner (Bp, LLC)controlsince 01/2010 · owns 25% to 50% of Balentine Partners LLC
Entity owners
- Balentine Partners LLC · Ownerdirect · owns 75% or more
- Fj Investments, LLC · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Access Manager, LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 17 | 6 | 3 | ||
| Raleigh, Nc | 7 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Raleigh, NC5 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 25, 2026PRIGGE, BRITTAIN, ELLIS (PRESIDENT, DIRECTOR OF RELATIONSHIP MANAGEMENT, MANAGEMENT COMMITTEE MEMBER, PARTNER (BP, LLC)) left Schedule A between the filings of 2023-03-28 and 2026-08-25peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 25, 2026MARTIN, BRADLEY, G (PARTNER (BP, LLC)) left Schedule A between the filings of 2023-03-28 and 2026-08-25peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 25, 2026Dangar, Jennifer, Reichenbach (CHIEF OPERATING OFFICER, PARTNER (BP, LLC)) left Schedule A between the filings of 2023-03-28 and 2026-08-25peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Aug 25, 2026BALENTINE, ROBERT, MCGEE (CHAIRMAN, PARTNER (BP, LLC)) left Schedule A between the filings of 2023-03-28 and 2026-08-25peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Advisory activities · 5 to 6Jul 31, 2026 to Aug 25, 2026
- Discretionary RAUM · $5.3B to $5.3BJun 2, 2026 to Jul 31, 2026
- Pooled vehicle RAUM · $165M to $166MJun 2, 2026 to Jul 31, 2026
- RAUM · $5.5B to $5.5BJun 2, 2026 to Jul 31, 2026
- Accounts · 3,796 to 3,447Sep 30, 2025 to Mar 30, 2026
- Advisory employees · 26 to 25Sep 30, 2025 to Mar 30, 2026
- Corporate clients · 0.0 to unsetSep 30, 2025 to Mar 30, 2026
- HNW clients · 433 to 426Sep 30, 2025 to Mar 30, 2026
- Individual clients · 11 to 13Sep 30, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 6Sep 30, 2025 to Mar 30, 2026
- Assets in custody · $352M to $376MSep 30, 2025 to Mar 30, 2026
- Employees · 64 to 61Sep 30, 2025 to Mar 30, 2026
- Financial planning clients · 101-250 to 251-500Sep 30, 2025 to Mar 30, 2026
- State-registered IARs · 14 to 15Sep 30, 2025 to Mar 30, 2026
- Private funds · 5 to 6Sep 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $5.0B to $5.3BSep 30, 2025 to Mar 30, 2026
- HNW RAUM · $3.9B to $4.0BSep 30, 2025 to Mar 30, 2026
- Individual RAUM · $1.6M to $3.2MSep 30, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $269M to $239MSep 30, 2025 to Mar 30, 2026
- Pension RAUM · $35.6M to $42.7MSep 30, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $118M to $165MSep 30, 2025 to Mar 30, 2026
- RAUM · $5.3B to $5.5BSep 30, 2025 to Mar 30, 2026
- Accounts · 3,512 to 3,796Jan 14, 2025 to Mar 31, 2025
- Advisory employees · 24 to 26Jan 14, 2025 to Mar 31, 2025
- Charity clients · 17 to 13Jan 14, 2025 to Mar 31, 2025
- Corporate clients · unset to 0.0Jan 14, 2025 to Mar 31, 2025
- HNW clients · 370 to 433Jan 14, 2025 to Mar 31, 2025
- Individual clients · 14 to 11Jan 14, 2025 to Mar 31, 2025
- Pension plan clients · 3 to 2Jan 14, 2025 to Mar 31, 2025
- Pooled vehicle clients · 4 to 5Jan 14, 2025 to Mar 31, 2025
- Assets in custody · $372M to $352MJan 14, 2025 to Mar 31, 2025
- Employees · 56 to 64Jan 14, 2025 to Mar 31, 2025
- Financial planning clients · 101-250 to 101-250Jan 14, 2025 to Mar 31, 2025
- State-registered IARs · 8 to 14Jan 14, 2025 to Mar 31, 2025
- Private funds · 4 to 5Jan 14, 2025 to Mar 31, 2025
- Discretionary RAUM · $4.4B to $5.0BJan 14, 2025 to Mar 31, 2025
- HNW RAUM · $3.4B to $3.9BJan 14, 2025 to Mar 31, 2025
- Individual RAUM · $1.4M to $1.6MJan 14, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $310M to $269MJan 14, 2025 to Mar 31, 2025
- Pension RAUM · $75.3M to $35.6MJan 14, 2025 to Mar 31, 2025
Signals
14 dated events
- Rushil Kheraj left Balentine for HB Wealth (registered 2026-07-06)Sep 15, 2026 · Advisor changed firm · fact
- Jonathan Christopher Bristow left Balentine for Hb Wealth (registered 2026-04-24)Apr 17, 2026 · Advisor changed firm · fact
- Jennifer Scott Friberg left Balentine for Martinwright Advisory, Llc (registered 2026-05-15)Mar 2, 2026 · Advisor changed firm · fact
- Michael Brandon Binnicker left Balentine for Hb Wealth (registered 2025-08-27)Jul 25, 2025 · Advisor changed firm · fact
- Margaret F Sims left Balentine for Truist Advisory Services, Inc. (registered 2025-06-11)Apr 10, 2025 · Advisor changed firm · fact
- Michael Robinson Ragsdale left Balentine for Eqv Advisory, Llc (registered 2025-11-14)Aug 23, 2024 · Advisor changed firm · fact
- Robinson Michael Ragsdale (Partner (Bp, Llc)) no longer on Schedule A of Balentine (listed 2024-04-02, absent 2024-08-23)Aug 23, 2024 · Control person left · inference
- Reichenbach Jennifer Dangar (Chief Operating Officer, Partner (Bp, Llc)) appeared on Schedule A of BalentineMar 28, 2023 · Control person joined · fact
- Eugene Michael Pearson (Chief Compliance Officer) appeared on Schedule A of BalentineSep 23, 2022 · Control person joined · fact
- Frazier Erica Farber (Chief Compliance Officer) no longer on Schedule A of Balentine (listed 2022-03-31, absent 2022-09-23)Sep 23, 2022 · Control person left · inference
- Balentine reported RAUM $4.6B, up 37% from $3.3B (2022-02-04 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- R Mark Bell (Partner (Bp, Llc)) appeared on Schedule A of BalentineMar 31, 2021 · Control person joined · fact
- Bosley John Maddison (Partner (Bp, Llc)) appeared on Schedule A of BalentineMar 30, 2019 · Control person joined · fact
- Balentine reported RAUM $2.5B, up 34% from $1.8B (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
- Business phone
- 404-537-4800reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 984-355-5200reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/balentinereportedpublic record, Form ADV, Sep 17, 2026
- Website
- firstgenerationwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (404) 537-4800reportedpublic record, Form ADV, Aug 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $308Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026