Bethany
Thompson

Fintrust Capital Advisors, LLC

CRD#6488234
Investment Advisor
in Greenville, SC

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About this Advisor

Bethany Thompson is a financial advisor based in Greenville, South Carolina, working with Fintrust Capital Advisors, LLC. Bethany has previously held positions at Fintrust Brokerage Services, LLC, Kave Enterprises, LLC, Edward Jones, Mergon Corporation, and as a full-time student. Bethany has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Bethany is part of Fintrust Capital Advisors, LLC, which operates out of Greenville, South Carolina. The firm has 2 offices and 35 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Fintrust Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

124 Verdae Blvd. Suite 504
Greenville, SC 29607

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Fintrust Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,743,952,383

SC Average: $646,059,043
Total Number of Employees

35

SC Average: 13
Total Number of Accounts

1,968

SC Average: 661
Average Account Size

$886,155

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bethany Thompson Work History

2020 - Present (4 years)

Fintrust Capital Advisors, LLC

2018 - Present (6 years)

Fintrust Brokerage Services, LLC

2016 - 2018 (2 years)

Kave Enterpises, LLC

2016 - 2016 (< 1 year)

Edward Jones

2015 - 2015 (< 1 year)

Edward Jones

2015 - 2015 (< 1 year)

Edward Jones

2015 - 2016 (1 year)

Full Time Student

2014 - 2014 (< 1 year)

Mergon Corporation

2014 - 2015 (1 year)

Full Time Student

Disclosures

Please visit the SEC profile of Bethany Thompson 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 Fintrust Capital Advisors, LLC

William Kibler
Greenville, SC
Holland Church
Greenville, SC
Bethany Thompson
Greenville, SC
Spencer Cole
Greenville, SC
David Lewis
Greenville, SC
Brittany Bynum
Greenville, SC
Thomas Sheridan
Athens, GA
Cody Mann
Greenville, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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