Role at Coldstream Capital Management
- Title on Schedule A
- Board Director
- Control
- Marvin Benton is not a control person of Coldstream Capital Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Marvin Benton has held the filed role since November 2024.
The firm
Form ADV filed 19 August 2026
Career on record
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Marvin Benton is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Marvin Benton
- CRD
- 4130280
- Record basis
- Form ADV officer listing
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Marvin Benton work?
Marvin Benton has been Board Director of Coldstream Capital Management Inc since November 2024.
Leadership at Coldstream Capital Management
- Kevin FitzwilsonChief Executive Officer; Chairman of Board
- Matthew SonnenChief Operating Officer
- Erika YelleChief Compliance Officer
- Joshua HarrisBoard Director
- Reegan RaeBoard Director
- Heather RedmanBoard Director
- David RobertsBoard Director
- Bryan ShipleyChief Investment Officer
- Anne Marie StonichBoard Director
- Natalie StraubChief Revenue Officer
- Roger ReynoldsShareholder