firm profile
Ballast Rock Private Wealth
Overview
Ballast Rock Private Wealth is an SEC registered investment adviser based in Charleston, SC, registered since 2022. It reports $406M in assets under management across 642 accounts, with 9 employees. It has 9 investment adviser representatives.
- Reported AUM
- $406M
- Discretionary
- 89%
- Accounts
- 642
- Average account
- $632K
- Employees
- 9
- Advisory reps
- 9
- Registered since
- 2022
- Jurisdictions
- 8
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions and Percentage of Assets
Executive officers 3 of 4
- Andrew James Mescon Chief Executive Officer CRD 4396288
- Christian Dan Salomone Chief Investment Officer CRD 3110535
- Jason Michael Thonssen Chief Compliance Officer CRD 6920088
1 more executive officer, with direct contact details
Advisory reps 3 of 9
- James Bernard Carroll Investment Adviser Rep CRD 1186198
- Jamie E Carroll Insurance Agent · Investment Adviser Rep CRD 7635355
- Brooke Meredith Courtney Investment Adviser Rep CRD 8205077
6 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 460 King St Ste 200
Charleston, SC 29403 - County
- Charleston
- Metro area
- Charleston-North Charleston, SC
- Region
- South
Registrations
- SEC registered
- Registered in 8 jurisdictions
- Website: ballastrockpw.com
Every state, with registration dates
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