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They include 140 individual clients, 95 high-net-worth individuals, and 14 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ballast Rock Private Wealth offer?","answer":"Ballast Rock Private Wealth provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ballast Rock Private Wealth charge?","answer":"Ballast Rock Private Wealth charges 0.50%–1.50% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2 - BALLAST ROCK PRIVATE WEALTH LLC, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ballast Rock Private Wealth use?","answer":"Ballast Rock Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $189M and Charles Schwab & Co., Inc. (Westlake, TX), with $168M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ballast Rock Private Wealth have?","answer":"Ballast Rock Private Wealth has 8 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ballast Rock Private Wealth invest in?","answer":"At the end of its last fiscal year, Ballast Rock Private Wealth’s separately managed accounts held 41% exchange-traded equities, 27% pooled vehicles (private funds and similar), 16% cash and equivalents, 9% registered funds (mutual funds, ETFs, BDCs), 3% other, 2% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 3% other category is described as: Public and Privately Non-Traded Reits.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ballast Rock Private Wealth?","answer":"Ballast Rock Private Wealth is owned through a holding company by Thomas Carroll-Connell. Its direct owners are Ballast Rock Holdings LLC (75% or more), Jason Thonssen (5% to 10%), Andrew Mescon (5% to 10%), Christian Salomone (5% to 10%) and Simon O'Shea (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ballast Rock Private Wealth get paid?","answer":"Ballast Rock Private Wealth is paid through a percentage of assets under management and commissions. Its Form ADV lists no performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ballast Rock Private Wealth registered with the SEC?","answer":"Yes, Ballast Rock Private Wealth has been registered with the SEC as an investment adviser since 8 March 2024. Its CRD number is 322064 and its SEC file number is 801-129645.","source":"Form ADV Part 1A, Item 1, filed 6 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Ballast Rock Private Wealth?","answer":"Ballast Rock Private Wealth’s main office is at 460 King Street, Suite 200, Charleston, SC 29403. Its phone number is 800-204-2513. 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