2nd Half Capital, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Alpharetta, Georgia
CRD number
316924
Fee structure
Percentage of AUM, Fixed Fees, Other
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

2nd Half Capital, LLC is an individually owned limited liability company that serves as a capital allocator and registered adviser-type entity. The firm lists core advisory capabilities including financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and the selection of other advisers. Its stated fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures. The firm is not identified as an active ESG investor and is not reported as a multistate adviser. FINTRX also records an insurance company affiliation. The classification in the snapshot is “unclassified,” and the profile indicates the business operates more as an allocator than as a large retail-facing wealth manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Douglas Bentle

    Douglas Bentle

    FounderCRD 6679074

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alpharetta, GA

Fulton

Location

Alpharetta, GA

Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
5755 N Point Pkwy
Time zone
ET (UTC-5)
Office locations

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