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Colin M. Bentley

Investment Adviser Representative at Captrust

Raleigh, NCCRD #7420720Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Colin M. Bentley is an investment adviser representative with Captrust in Raleigh, NC, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.

Office

4208 Six Forks Rd, Suite 1700
Raleigh, NC 27609

Advisors at this office: 108

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/8/2021
Series 7
General Securities Representative Examination
Passed 8/10/2021
SIE
Securities Industry Essentials Examination
Passed 7/6/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

CaptrustCurrent
7/30/2024 – Raleigh, NC
Equitable Advisors, LLC
9/16/2021 – 10/5/2023Raleigh, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Equitable Advisors, LLC
    Aug 2021 – Sep 2023New York, NY
  2. Financial Symmetry, Inc.
    Jan 2020 – May 2021Durham, NC
  3. North Carolina State University
    Aug 2017 – May 2021Raleigh, NC
  4. Andrew Roby General Contractor
    May 2018 – Aug 2019Charlotte, NC
  5. Hungry Howie's
    Jun 2017 – Aug 2017Charlotte, NC
  6. Charlotte Mecklenburg Schools
    Aug 2011 – Jun 2017Charlotte, NC
  7. USSF, NC SRA
    Jan 2015 – May 2017Charlotte, NC
  8. CapFinancial Partners LLC (CAPTRUST)
    Feb 2024 – no end date reportedRaleigh, NC
  9. Endurance Financial, LLC
    Oct 2023 – Dec 2023Cary, NC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Captrust

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
943
Offices listed on AdvisorFinder:
26
Main office:
Raleigh, NC
SEC file number:
801-62193

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at Captrust

Showing 12 of 943 in the directory

View Captrust firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Colin M. Bentley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Colin M. Bentley (Captrust) - Fees, Credentials & Background