Bentley Wealth Management

Bentley Wealth Management

Bentley Wealth Management was founded in 1995 by William F. Yancey, who continues to serve as President and CEO. The firm operates as a multi-family office, managing capital for a select group of wealthy families primarily in the Southeastern United States. The investment strategy focuses on alternative asset classes including private credit, real estate, infrastructure, and hedge funds. Bentley does not maintain a publicly disclosed portfolio of direct investments; its mandate is oriented toward fund commitments and co-investments alongside external managers (public record). Geographically, the firm concentrates on North American opportunities. Discretionary AUM has not been publicly disclosed. The firm does not appear to maintain separate philanthropic vehicles or operating companies under the same brand. No recent operational events have been reported. Bentley's structural differentiator is its long-tenured leadership by a single principal, William F. Yancey, which provides continuity for family clients. The firm's multi-family office structure allows it to aggregate capital from multiple family pools, gaining access to institutional-grade fund allocations that individual families might not reach alone.