Kurt Franklin Lofters
Investment adviser representative at Balentine
19 yearsExperience
1 stateRegistered in
$5.5BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Balentine, LLCJan 2025 to now
- UnemployedJul 2024 to Jan 2025
- Southeastern Advisory ServicesOct 2021 to Jul 2024
- Consequent Capital Management LLCJan 2017 to Oct 2021
- Gray & Co.Feb 2007 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (GA).
Balentine
Legal name: Balentine LLC
$5.5BAssets managed
464Clients
18Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4568334
- Firm CRD
- 152511