Bentley
Blackmon

Naviter Wealth, LLC

CRD#2627221
Investment Advisor
in Little Rock, AR

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About this Advisor

Bentley Blackmon is a certified financial planner and chartered financial analyst who works in Little Rock, Arkansas with a total of 2 years of relevant experience. Blackmon is an employee of Naviter Wealth, LLC. Throughout their career, Blackmon has worked at Naviter Wealth, LLC, Stephens Inc and One Point Seven Wealth LLC. Blackmon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arkansas. Naviter Wealth, LLC is a financial advisory company that has its headquarters in Little Rock, AR. It manages $715 million in total assets among its 195 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 195 accounts, 73% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually depend on the financial services. However, fee types charged by Naviter Wealth, LLC can include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1 Information Way Suite 100
Little Rock, AR 72202

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Naviter Wealth, LLC Brokerage Details

Total Assets Under Management

$715,000,031

AR Average: $880,205,985
Total Number of Employees

7

AR Average: 42
Total Number of Accounts

195

AR Average: 1,714
Average Account Size

$3,666,667

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Bentley Blackmon Work History

Bentley has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Naviter Wealth, LLC

2020 - 2021 (1 year)

One Point Seven Wealth LLC

2003 - 2020 (17 years)

Stephens Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bentley Blackmon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Naviter Wealth, LLC

Jordan Bauer
Little Rock, AR
Daniel Russell
Little Rock, AR
John Kornet
Little Rock, AR
Lyndell Worthen
Little Rock, AR
Valerie Edwards
Little Rock, AR
Bentley Blackmon
Little Rock, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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