Timothy Deon Bennett
Investment adviser representative at Forthright Capital
13 yearsExperience
1 stateRegistered in
$107.7MFirm assets
3 yearsFirm in business
Are you Timothy Deon Bennett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Forthright CapitalFeb 2025 to now
- Forthright Capital AdvisoryJan 2025 to now
- Forthright Capital PartnersOct 2024 to now
- Chicago Public SchoolsAug 2023 to Sep 2024
- Chicago Charter SchoolOct 2022 to Jul 2023
- Homewood Sd 153Aug 2021 to Sep 2022
- Music Education ServicesJun 2013 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Forthright Capital
Legal name: Forthright Capital Advisory LLC
$107.7MAssets managed
987Clients
19Advisers
3 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
- 8039001
- Firm CRD
- 323596