Robert Balentine is a control person of Balentine and directly owns under 5% of it. Robert Balentine holds a BA from Washington and Lee University.
Balentine is an investment adviser based in Atlanta, GA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and charitable organizations. Its regulatory assets under management total $5.54 billion, as filed on 25 August 2026. Its fees, ownership and offices are on the firm’s profile.
Robert Balentine is Chairman of Balentine. He brings 40 years of experience advising clients and families on matters relating to their wealth and legacy. He started Balentine & Company with his father in 1987.
- CRD
- 871621
- Firm
- Balentine · CRD 152511
- Role
- Chairman, Partner (BP, LLC)
- In role since
- January 2010 · 16 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Atlanta, GA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- balentine.com
Where does Robert Balentine work?
Robert Balentine has been Chairman, Partner (BP, LLC) of Balentine LLC since January 2010, and is a control person of the firm.
How can I verify Robert Balentine’s record?
Robert Balentine’s role is listed on Balentine LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 152511.