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DB

Daniel G. Bingham

FORTHRIGHT CAPITAL ADVISORY
ST. GEORGE, UT
Some features on this profile are disabled
CRD#: 6625951
DB

Professional summary

Daniel G Bingham is a registered financial advisor currently at FORTHRIGHT CAPITAL ADVISORY located in St. George, Utah.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel G Bingham's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 14, 2026 - Present

FORTHRIGHT CAPITAL ADVISORY

RIA
CRD#: 323596
ST. GEORGE, UT
Past

June 17, 2025 - April 15, 2026

FBL WEALTH MANAGEMENT, LLC

RIA
CRD#: 291396
West Des Moines, IA
Past

August 30, 2021 - April 15, 2026

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
St George, UT
Past

April 5, 2016 - October 18, 2018

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
Roosevelt, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FORTHRIGHT CAPITAL ADVISORY
BERKOWITZ CAPITAL LLC | TEACHERS' PATH FINANCIAL PLANNING | SMITH'S WEALTH MANAGEMENT | ROWDEN FINANCIAL | RETIRE LAB LLC | PIRSOS INVESTMENT ADVISORY | FORTHRIGHT CAPITAL ADVISORY LLC | FORTHRIGHT CAPITAL ADVISORY

CRD#: 323596 / SEC#: 801-128191

RIA
Registered Investment Advisory firm - (7/25/2023 Approved)
Nevada
Registered Investment Advisory firm - (9/29/2023 Terminated)
Ohio
Registered Investment Advisory firm - (9/14/2023 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(4/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/10/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/15/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/30/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/24/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/5/2016
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 4/30/2022
Investment Company Products/Variable Contracts Principal Examination

Current Firm

FC
FORTHRIGHT CAPITAL ADVISORY
BERKOWITZ CAPITAL LLC | TEACHERS' PATH FINANCIAL PLANNING | SMITH'S WEALTH MANAGEMENT | ROWDEN FINANCIAL | RETIRE LAB LLC | PIRSOS INVESTMENT ADVISORY | FORTHRIGHT CAPITAL ADVISORY LLC | FORTHRIGHT CAPITAL ADVISORY

CRD#: 323596 / SEC#: 801-128191

RIA
Registered Investment Advisory firm - (7/25/2023 Approved)
Nevada
Registered Investment Advisory firm - (9/29/2023 Terminated)
Ohio
Registered Investment Advisory firm - (9/14/2023 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128
Mailing Address
Phone number
(725) 712-3016
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTHRIGHT CAPITAL ADVISORY ADV PART 2A (10/9/2025)

Regulatory assets under management

Total Number of Accounts882
AUM (Assets Under Management)$ 64,985,533

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORTHRIGHT CAPITAL ADVISORY

CRD#: 323596St. George, UT

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