2nd Half Capital, LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 316924
- Website
- 2ndhalfcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Douglas Bentle
FounderCRD 6679074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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