BB
CFA · CFP
BB
CFA · CFP

Bentley Blackmon

30 Years of Experience
Little Rock, AR
3 DisclosuresSells Insurance

Bentley Blackmon is a CFA, CFP-designated registered investment advisor at Naviter Wealth, LLC, based in Little Rock, AR, with 30 years of industry experience. Bentley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 308 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Information Way, Suite 400, Little Rock, AR, 72202

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2022
Final
Employment Separation After Allegations
September 2020
Customer Dispute
March 2008
Denied
Other Business ActivitiesSells Insurance

Bentley is an owner of BEB Limited Partnership, LLLP, involved in real estate/private equity, and is an investment committee member for Goldenrod Companies, LLC. Bentley also has several passive investments and is a board member for Alleviant, LLC, a mental healthcare clinic, dedicating minimal time to these activities, and spends less than 10% of his time on insurance sales.

Employment History
Current Registrations
Naviter Wealth, LLC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Stephens
February 2003 - October 2020 · 17 yrs 8 mos
StephensBroker
February 2003 - October 2020 · 17 yrs 8 mos
Morgan Stanley
September 1995 - February 2003 · 7 yrs 5 mos
Morgan Stanley Dw INC.Broker
July 1995 - February 2003 · 7 yrs 7 mos
State Registrations1 state
AR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bentley Blackmon - Financial Advisor | TrueAdvisor