Colin M. Bentley
Investment adviser representative at Captrust
15 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- CaptrustJul 2024 to now
- Capfinancial Partners LLC (captrust)Feb 2024 to now
- Endurance Financial, LLCOct 2023 to Dec 2023
- Equitable Advisors, LLCAug 2021 to Sep 2023
- Financial Symmetry, Inc.Jan 2020 to May 2021
- Andrew Roby General ContractorMay 2018 to Aug 2019
- North Carolina State UniversityAug 2017 to May 2021
- Hungry Howie'sJun 2017 to Aug 2017
- Ussf, Nc SraJan 2015 to May 2017
- Charlotte Mecklenburg SchoolsAug 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 7420720
- Firm CRD
- 175112