Colin M. Bentley

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2021 → 09/2023
  Equitable Advisors, Llc
  New York, NY
• 01/2020 → 05/2021
  Financial Symmetry, Inc.
  Durham, NC
• 08/2017 → 05/2021
  North Carolina State University
  Raleigh, NC
• 05/2018 → 08/2019
  Andrew Roby General Contractor
  Charlotte, NC
• 06/2017 → 08/2017
  Hungry Howie's
  Charlotte, NC
• 08/2011 → 06/2017
  Charlotte Mecklenburg Schools
  Charlotte, NC
• 01/2015 → 05/2017
  Ussf, Nc Sra
  Charlotte, NC
• 02/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 10/2023 → 12/2023
  Endurance Financial, Llc
  Cary, NC

Previous Registrations

• 2021-09-16 → 2023-10-05
  Equitable Advisors, Llc
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-09-08

Other Names

• Colin Bentley
• Colin Michael Bentley