Douglas Earl Bentle
Advisor at 2nd Half Capital, LLC — Alpharetta, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
9 years
Location
Alpharetta, GA 30022
Douglas Bentle is a financial advisor at 2nd Half Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors, LLC, Geiger Wealth Management, and Actify Investor Retirements, LLC. Outside of advisory services, Bentle is co-owner and COO of Valet Haus, LLC, a company specializing in e-shopping software. 2nd Half Capital, LLC is an independent, state-registered adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, consulting, and ERISA-related pension consulting, employing fundamental, cyclical, and technical analysis tailored to client goals and risk tolerances.
Based on 2nd Half Capital, LLC
Based on 2nd Half Capital, LLC
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $1,500,000: 0.80% annually $1,500,001+: 0.75% annually
Investment advisor representatives receive commissions for insurance products sold as licensed insurance agents
Account minimum: $150,000 Fee-only: Fixed fees between $1,000 and $2,000 for financial planning services
Alpharetta, GA
5755 North Point Parkway, Suite 282
Alpharetta GA 30022
Advisors at this office
1
Georgia
9 years of industry experience
2nd Half Capital, LLC
2022 - Present • 4 years
Alpharetta, GA
LGAP, LLC
2020 - Present • 6 years
Alpharetta, GA
Retirement Wealth Advisors, LLC
2019 - 2022 • 3 years
Atlanta, GA
Geiger Wealth Management
2018 - 2019 • 1 year
Oak Brook, IL
Actify Investor Retirements, LLC
2016 - 2018 • 2 years
Norcross, GA
Valet Haus, LLC
2016 - Present • 10 years
Alpharetta, GA
Corporate Payroll Services
2015 - 2018 • 3 years
Norcross, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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