Ballew Advisors Inc

Overview

Ballew Advisors Inc is an SEC registered investment adviser based in Jackson, MS, registered since 1991. It reports $1.3B in assets under management across 1,815 accounts, with 11 employees. It has 8 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

100%

Accounts

1,815

Average account

$714K

Employees

11

Advisory reps

8

Registered since

1991

Jurisdictions

12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 5

• Clyde Brooks Mosley Chief Executive Officer, Chief Compliance Officer, President CRD 1517941
• Brooke Humphries Cheslek Chief Operating Officer, Treasurer CRD 8136407
• Alan Patrick McCormick Vice President CRD 5199744

2 more executive officers, with direct contact details

Advisory reps 3 of 8

• Karl Edgar Byrd Insurance Agent · Investment Adviser Rep CRD 874943
• Thomas Douglas Dale Jr. Insurance Agent · Investment Adviser Rep CRD 2586868
• James Albert Hurt Jr. Insurance Agent · Investment Adviser Rep CRD 718099

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

100 Vision Dr Ste 325
Jackson, MS 39211

County

Hinds

Metro area

Jackson, MS

Region

South

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: ballewwealth.com

Every state, with registration dates

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