{
  "crd_number": 126647,
  "slug": "michael-l-ball-cpa-llc-atlanta-ga-126647",
  "primary_business_name": "MICHAEL L. BALL, CPA, LLC",
  "legal_name": "MICHAEL L. BALL, CPA, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1999-12-16",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 86259596.0,
  "raum_discretionary": 86259596.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 16434756.0,
      "count": 49
    },
    "high_net_worth_individuals": {
      "raum": 67850094.0,
      "count": 29
    },
    "corporations_other_businesses": {
      "raum": 1974746.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "GA",
    "LA"
  ],
  "websites": [
    "https://ballwealthmgt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126647",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/michael-l-ball-cpa-llc-atlanta-ga-126647",
  "display_name": "Michael L. Ball, CPA, LLC",
  "summary": "Michael L. Ball, CPA, LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. Michael L. Ball, CPA, LLC (CRD 126647): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Michael L. Ball, CPA, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Michael L. Ball, CPA, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Michael L. Ball, CPA, LLC located?",
      "a": "Michael L. Ball, CPA, LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Michael L. Ball, CPA, LLC registered with the SEC or a state?",
      "a": "Michael L. Ball, CPA, LLC is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 126647."
    },
    {
      "q": "How much does Michael L. Ball, CPA, LLC manage?",
      "a": "Michael L. Ball, CPA, LLC reports $86,259,596 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Michael L. Ball, CPA, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (29)."
    },
    {
      "q": "Does Michael L. Ball, CPA, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126647"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/michael-l-ball-cpa-llc-atlanta-ga-126647.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 49,
      "fewer_than_5": false,
      "raum": 16434756.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 67850094.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1974746.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126647",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}