Ballast Asset Management
Ballast Asset Management is an SEC-registered ria in Dallas, TX with $220.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Ballast Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311116, SEC 801-119749, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $220.7M (2026-03-18)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 5
- CRD
- 311116
- Ownership
- STIENKE, RAGEN, R; Hardy, William, Guerdan; INVERDALE CAPITAL MANAGEMENT, LLC; SINGHANIA, JAI, KRISHNA; KENNEDY, STEFANIE
How much AUM does Ballast Asset Management have?
Ballast Asset Management reported $220.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Ballast Asset Management?
Disclosed owners and executives of Ballast Asset Management include STIENKE, RAGEN, R, Hardy, William, Guerdan, INVERDALE CAPITAL MANAGEMENT, LLC, SINGHANIA, JAI, KRISHNA, KENNEDY, STEFANIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.