Ball & Co. Wealth Management Inc.
Ball & Company Wealth Management Inc. is an SEC registered investment adviser based in Franklin, Tennessee, United States. The firm focuses on comprehensive financial planning, estate planning, and asset management to help clients create, grow, and preserve wealth. Founded and led by Jason L. Ball, CFP, Ball & Company operates with a fiduciary 'Client First' philosophy and is dedicated to providing tailored strategies to meet the unique needs of individuals and families. Employee count is not publicly disclosed, but the firm presents itself as a boutique advisory practice serving clients seeking personalized financial success and peace of mind.
Investment Strategy
Ball & Company Wealth Management employs a collaborative approach combining financial planning, estate planning, and asset management. The investment management process is customized for each client with the aim of managing specific risks and growing wealth through various market cycles. As fiduciaries, they prioritize client interests and strive to develop strategies that adapt to clients' evolving goals and life events. The firm's philosophy emphasizes planning, long-term wealth preservation, and a holistic understanding of client finances.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USMV | ISHARES TR | 21.88% | $20.5M | 218,731 | $88.93 | $93.87 | +$605.0K |
I IWF | ISHARES TR | 20.73% | $19.5M | 45,828 | $401.58 | $424.58 | +$1.6M |
G GLD | SPDR GOLD TR | 19.12% | $17.9M | 58,869 | $267.01 | $304.83 | +$7.7M |
A AMLP | ALPS ETF TR | 10.57% | $9.9M | 202,986 | $48.23 | $48.86 | -$5.4M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.26% | $7.8M | 196,343 | $35.26 | $39.49 | +$53.0K |