# Ball & Company

Ball & Company is an Asset Manager based in Franklin, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Franklin, United States
- **Region:** North America
- **Address:** Franklin, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** ballandcompany.com
- **LinkedIn:** https://www.linkedin.com/company/jason-l-ball-cfp-57652612

## Regulatory record

- **CRD number:** 133950
- **SEC file number:** 801-78146
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133950

## About

Founded in 2007 and headquartered in Franklin, Tennessee, Ball & Company functions as a boutique wealth management practice serving high-net-worth individuals, families, and business owners. The firm operates from a single location in the Nashville metropolitan area and positions its core offering around integrated financial planning, investment management, and retirement advisory. Its client base is concentrated locally, reflecting a relationship-driven model rather than a national institutional platform. The firm's investment approach appears rooted in traditional portfolio construction — equities, fixed income, and retirement-account management — with no evidence of direct private-market deal activity, co-investment programs, or fund-of-funds strategies. Ball & Company is structured as a registered investment advisor (RIA), which means it owes a fiduciary duty to clients and typically custodies assets at third-party platforms rather than running proprietary funds. This architecture aligns with wealth preservation and income planning mandates, not venture capital, private equity, or hedge fund allocations. Public disclosures on team size and total assets under management are minimal, consistent with a small, privately held advisory practice that does not market to institutional allocators. The firm maintains a straightforward digital presence at ballandcompany.com, offering planning and portfolio management services without advertising scale, sector specializations, or alternative-investment capabilities. No adjacent philanthropic vehicles, real-asset arms, or multi-family office extensions have been identified. Its competitive footing rests on local relationships and planning-centric advice rather than on a differentiated sourcing model or unique regulatory posture.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Ball & Company?

No named principals or investment committee members are disclosed in available sources.

### How does Ball & Company source proprietary deal flow?

No sourcing methods or deal flow channels are described in public materials.

### Does Ball & Company participate in fund commitments or only direct deals?

No information on fund commitments, direct deals, or investment vehicles is available.

## Related profiles

- [Ballast Point Ventures](https://altss.com/profile/ballast-point-ventures)
- [Ball Corporation Master Pension Trust](https://altss.com/profile/ball-corporation-master-pension-trust)

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Last updated: 2026-08-11T02:43:31.692Z

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