Balentine

Overview

Balentine LLC is the legal name of the adviser, which is registered with the SEC under file number 801 70910 and CRD 152511.¹ The firm reports 61 employees and one other office as of 08/25/2026.¹ Balentine says no single partner holds a majority ownership stake.

History

Balentine LLC opened its doors in 2009 as a successor firm of Balentine & Company.² Robert Balentine and his father, Bob Balentine, founded Balentine & Company in 1987.²

Timeline

1. 1987Robert Balentine and his father, Bob Balentine, founded Balentine & Company in 1987.
2. 2009Balentine LLC opened its doors in 2009 as a successor firm of Balentine & Company.
3. 2026The firm reports 61 employees and one other office as of 08/25/2026.

Leadership

Robert Balentine is chairman and partner.³ Adrian Cronje, Ph.D., CFA, is chief executive officer and partner.³ David Damiani, CFA, is chief investment officer and partner.³ Emily Balentine Barbour, CFP®, is executive vice president and partner.³ John Maddison, CFA, CFP®, is head of wealth management and partner.³ Mark Bell, Ph.D., is chief strategy officer, head of family office solutions, and partner.³ Ben Webb, CFA, leads the private markets investment strategy team and is a partner.³ Susie Wang, CFA, SCR, leads the public markets investment strategy team.³ Michael E. Pearson is chief risk and compliance officer and principal.³

Services

The SEC record lists financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other advisers, and other advisory services.¹ Reported fee types include percentage based fees on assets under management, fixed fees, and other fees.¹ Balentine states that all of its revenue comes from fees for advice.⁴

Its family office work is designed for entrepreneurial families of wealth and addresses family alignment, communication, decision making, and stewardship.⁴ The firm organizes this work around planning, legacy, investments, and business advisory.⁴ Planning includes asset and balance sheet management, cash flow reporting, and maintenance.⁴ Investment work covers public and private markets as well as taxable and tax exempt investments.⁴ Business advisory examples include preparing a company for a public offering, completing an exit, and creating a succession plan.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning

Client focus

Balentine describes its target relationships as high net worth families and entrepreneurs.² Its SEC filing reports 13 individuals who are not high net worth, 426 high net worth individuals, six pooled vehicles, two pension plans, 13 charities, and four state or municipal entities as clients.¹

Investment philosophy and approach

The firm says its family office approach supports coordinated family decisions and long term stewardship.⁴ Its investment services span public and private markets and taxable and tax exempt investments.⁴ Balentine identifies excellence, mutual respect, integrity, and entrepreneurial spirit as firm values.³

Assets

Balentine reported regulatory assets under management of $5,542,491,404 as of 08/25/2026.¹

By the numbers

FAQs

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Sources

1. SEC Form ADV , as of 08/25/2026.
2. Balentine Our Story , accessed 10/23/2026.
3. Balentine Life at Balentine , accessed 10/23/2026.
4. Balentine Family Office , accessed 10/23/2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.