BENTLEY FINANCIAL GROUP

Overview

Bentley Financial Group is an independent registered investment adviser that focuses on clients who are individuals and families, with additional services for small-business owners. The firm registered with the SEC in 2021 and is owned by an individual. Advisory services center on financial planning and portfolio management for private clients, while the firm also operates in related capacities as a registered representative of a broker-dealer, an insurance broker, and an accounting practice. Bentley uses a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—allowing flexible engagement models. Investment activity is strongly equity-oriented. The firm leans heavily on exchange-traded equities and ETFs as its primary implementation tools, and it deploys discretionary mandates as the operating model for client portfolios. Bentley is not positioned as a capital allocator and does not identify as an active ESG investor. Its approach favors liquid, exchange-listed instruments for the bulk of portfolio exposure, supplemented by selected external manager strategies and alternatives where appropriate.

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