Donald Eugene Bentley

Employer firm

Fwg Investments, LLC CRD 284064

$349M regulatory AUM 211 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → Present
  Fwg Investments, Llc
  Lexington, KY
• 04/2011 → 12/2016
  Global Financial Private Capital, Llc
  Lexington, KY
• 08/2011 → Present
  Family Wealth Group, Llc
  Lexington, KY

Previous Registrations

• 2017-01-11 → 2017-04-12
  Fwg Investments, Llc
  Lexington, KY
• 2011-04-15 → 2017-01-13
  Global Financial Private Capital, Inc.
  Lexington, KY
  Sarasota, FL
• 1998-08-25 → 2011-04-01
  Osaic Fs, Inc.
  Lexington, KY
  Lexington, KY
  Mt. Sterling, KY

Other Businesses

KMBD, LLC - Rental Property - Co-Owner. Non-investment related. 2704 Old Rosebud Road, Suite 180, Lexington, KY 40509. Start date: 1/2012. Devote 10 hrs./month to this activity, 0 hours during normal business hours. Duties include making phone calls. R&D Lots, LLC. 50% Owner. 1388 Clubhouse Lane, Mt. Sterling, KY 40353. Start date 7/2019. Devote less than 10 hrs a month. Buying/selling residential lots.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-12
• S63 Uniform Securities Agent State Law Examination
  1997-07-02