Ballew Russell Inc (Jackson)

Name: Ballew Russell Inc
Address: 4800 I 55 North, Jackson, MS, 39211
Telephone: 601-368-3500

Ballew Russell Inc is a large advisory firm based in Jackson. It manages $474.04 million of regulatory assets for 976 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Georgia, Louisiana, and 6 other states.

Ballew Russell provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ballew Russell: assets under management

The assets under management (AUM) of Ballew Russell Inc is $474.04 million. The firm's AUM has grown by 195% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $458.91 million in discretionary accounts and $15.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $472.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.78 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ballew Russell Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ballew Russell Inc

James Albert Hurt has been acting as President since 1 Jan 2006. Mary Patricia Martin joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Security Ballew	Parent company/sole shareholder	1 Jun 1988	75% - 100%	36-4300994
Karl Edgar Byrd	Vice president/director	1 Mar 1991	Other	874943
Maston Leland Ballew	President	1 Mar 1991	Other	1031543
Clyde Brooks Mosley	Vice-president/treasurer	1 Mar 1991	Other	1517941
James Albert Hurt	Vice-president	1 Mar 1991	Other	718099
Karl Edger Byrd	Vice-president	1 Mar 1991	Other	874943
Vickie Rush Hester	Secretary	1 Mar 1991	Other	1381365
Patrick W Mcnulty	Chief operations officer/director	1 Jan 2000	Other	4369070
James Albert Hurt	President/director	1 Mar 2002	Other	718099
Maston Leland Ballew	Chairman of the board	1 Dec 2004	Other	1031543
Thomas Douglas Dale	Corporate secretary	1 Aug 2005	Other	2586868
James Albert Hurt	Vice president/director	1 Jan 2006	Other	718099
Clyde Brooks Mosley	Chief executive officer/president/director	1 Jan 2006	Other	1517941
Mary Patricia Martin	Chief compliance officer	1 Oct 2006	Other	2840275

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Douglas Dale	Ia representative	1 Mar 1995	Other	2586868
Kendall Gary Rigby	Is director	1 Jun 1998	Other	2067989
Highland Capital Holding Corporation	Owner	1 Jul 1999	75% - 100%	72-1373566
Inc. S B Holding Company	Sole shareholder of security ballew, inc.	1 Jan 2005	75% - 100%	20-2099253

Based in Jackson

The principal office where Ballew Russell Inc performs its advisory services is located at 4800 I 55 North, Jackson, MS 39211 The mailing address of the firm is P.O. Box 14888, Jackson, MS 39236 4888. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 601-368-3500 or by fax 601-368-3555. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at sbcorp.com/.