# BALLAST, INC.

BALLAST, INC. of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 152695
- Type: SEC-registered investment adviser
- SEC file number: 801-79651
- Location: 400 EAST VINE ST, SUITE 400, LEXINGTON, KY, 40507
- Phone: 859-226-0625
- Latest filing: 2026-07-14
- Regulatory AUM: $751.5M
- Discretionary AUM: $699.8M
- Non-discretionary AUM: $51.7M
- Clients: 12
- Accounts: 1,888

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| John Valentine Boardman | PRESIDENT | — |
| Andrew Joseph Reynolds | VICE PRESIDENT | — |
| Cameron K Hamilton | SECRETARY, DIRECTOR OF FINANCIAL PLANNING | — |
| Brian Todd Burton | TREASURER, DIRECTOR OF PORTFOLIO STRATEGY | — |
| Jeffrey Edmund Lehmann | CHIEF COMPLIANCE OFFICER | — |
| REYNOLDS JAMES JOSEPH | VICE PRESIDENT | — |
| BOARDMAN JOHN VALENTINE | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Carroll Billy Joe | CHIEF COMPLIANCE OFFICER | — |
| BURTON BRIAN TODD | TREASURER, DIRECTOR OF PORTFOLIO STRATEGY | — |
| HAMILTON CAMERON K | SECRETARY, DIRECTOR OF FINANCIAL PLANNING | — |
| Lehmann Jeffrey Edmund | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152695/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152695/similar
- Related entities: https://search.stillhousedata.com/firm/152695/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152695

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.