Marshall Brannock
Balentine Wealth Advisors · Atlanta, Georgia
Marshall Brannock is a fee-only financial advisor at Balentine Wealth Advisors in Atlanta, Georgia, who holds the CFP credential. Marshall focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Balentine Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Balentine Wealth Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.54B across 3,447 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6393181 |
| Exams passed | Series 63 (2015) |
| Firm size | 61 employees |
| Disclosures | None reported |
| Website | www.balentine.com |
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Questions about Marshall
Is Marshall Brannock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marshall holds no broker registration, and Balentine Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marshall charge for financial advice?
Marshall's firm, Balentine Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marshall Brannock based?
Marshall Brannock is based in Atlanta, Georgia.
What does Marshall specialize in?
Marshall's specialties include founders (pre-exit), family wealth transfer and estate & legacy planning. Marshall works with founders and multi-generational families.
What credentials does Marshall Brannock hold?
Marshall Brannock holds the CFP credential.
Is Marshall Brannock registered with the SEC?
Yes. Marshall Brannock is registered as an investment adviser representative in NC (CRD 6393181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balentine Wealth Advisors manage?
Balentine Wealth Advisors reports $5.54B across 3,447 accounts in assets under management.
How do I contact Marshall Brannock?
Through Marshall's website, www.balentine.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Balentine Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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