Ballast Capital Advisors, LLC
Ballast Capital Advisors, LLC is an SEC-registered ria in West Des Moines, IA with $328.7M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Ballast Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282369, SEC 801-120829, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $328.7M (2026-03-02)
- Firm type
- Ria
- Location
- West Des Moines, IA
- Employees
- 7
- Clients
- 42
- CRD
- 282369
- Ownership
- HARMS, STEVEN, PAUL; VERITAS CAPITAL, LLC; CARSTENSEN, GREGORY, GEORGE
How much AUM does Ballast Capital Advisors, LLC have?
Ballast Capital Advisors, LLC reported $328.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Ballast Capital Advisors, LLC?
Disclosed owners and executives of Ballast Capital Advisors, LLC include HARMS, STEVEN, PAUL, VERITAS CAPITAL, LLC, CARSTENSEN, GREGORY, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.