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Mark Bell

Partner (BP, LLC) at Balentine

Firm officerUpdated

Mark Bell has been Partner (BP, LLC) of Balentine LLC, an Atlanta, GA investment adviser managing $5.54B, since July 2020.

6
Years in role
$5.54B
Firm AUM
464
Firm clients
25
Firm advisers

From Form ADV filed 25 August 2026Form ADV

Career

Mark Bell is a control person of Balentine and directly owns under 5% of it. Mark Bell holds a BA from Stanford University and a Ph.D. from the University of Oxford. Mark Bell studied M.St. at the University of Oxford.

Balentine is an investment adviser based in Atlanta, GA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, state or municipal government entities and charitable organizations. Its regulatory assets under management total $5.54 billion, as filed on 25 August 2026. Its fees, ownership and offices are on the firm’s profile.

Mark Bell is Chief Strategy Officer and Head of Family Office Solutions of Balentine. Before joining Balentine, he was managing principal and director at Diversified Trust and chief investment officer at BlueArc Capital. He began his career at McKinsey & Co., then was director of strategy at D. E. Shaw & Co. and later executive vice chairman of Brand Bank.

Key facts

CRD
4943408
Firm
Balentine · CRD 152511
Role
Partner (BP, LLC)
In role since
July 2020 · 6 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Atlanta, GA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Mark Bell work?

Mark Bell has been Partner (BP, LLC) of Balentine LLC since July 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 August 2026

How can I verify Mark Bell’s record?

Mark Bell’s role is listed on Balentine LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 152511.

Source: Form ADV, Schedule A, filed 25 August 2026

Leadership at Balentine

Sources

  1. IAPD individual lookup, CRD 4943408, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Balentine LLC, filed 25 August 2026. Title, control and ownership bands.
  3. Balentine team page. Biography, education, credentials, awards.