Ballast Advisors, LLC
Ballast Advisors, LLC is an SEC-registered mass-market adviser in Woodbury, MN with $674.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Ballast Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285991, SEC 801-108984, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $674.5M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Woodbury, MN
- Employees
- 15
- Clients
- 831
- CRD
- 285991
- Ownership
- SCHMIDT, STEVEN, ANDREW; PARNELL, PAUL, LOUIS; GERCZAK, RICHARD, GERARD; GERCZAK & ASSOCIATES LLC; S SCHMIDT & ASSOCIATES LLC
How much AUM does Ballast Advisors, LLC have?
Ballast Advisors, LLC reported $674.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Ballast Advisors, LLC?
Disclosed owners and executives of Ballast Advisors, LLC include SCHMIDT, STEVEN, ANDREW, PARNELL, PAUL, LOUIS, GERCZAK, RICHARD, GERARD, GERCZAK & ASSOCIATES LLC, S SCHMIDT & ASSOCIATES LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.