# BALLAST ROCK PRIVATE WEALTH LLC

BALLAST ROCK PRIVATE WEALTH LLC of CHARLESTON, SC is an SEC-registered investment adviser.

## Registration

- CRD: 322064
- Type: SEC-registered investment adviser
- SEC file number: 801-129645
- Location: 460 KING STREET, SUITE 200, CHARLESTON, SC, 29403
- Phone: (800) 204-2513
- Latest filing: 2026-03-06
- Regulatory AUM: $405.7M
- Discretionary AUM: $361.9M
- Non-discretionary AUM: $43.8M
- Clients: 9
- Accounts: 642

## Business model

- Compensation: % of AUM, Commissions
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Simon O'Shea | CHIEF INVESTMENT OFFICER | Charleston, SC |
| Thomas Eldredge Carroll-Connell | MANAGING MEMBER; OWNER | — |
| Jason Michael Thonssen | CHIEF COMPLIANCE OFFICER | — |
| Andrew James Mescon | CEO | — |
| Dirk A Hall | CHIEF OPERATING OFFICER | — |
| Christian Dan Salomone | CIO | — |
| HALL JONATHAN A | CHIEF OPERATING OFFICER | — |
| CARROLL-CONNELL THOMAS ELDREDGE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; OWNER | — |
| Thonssen Jason michael | CHIEF COMPLIANCE OFFICER | — |
| MESCON ANDREW JAMES | CEO | — |
| Salomone Christian Dan | CIO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322064/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322064/similar
- Related entities: https://search.stillhousedata.com/firm/322064/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322064

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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.