Benari Capital, LLC

RIASEC Registered

Total AUM

$17.1M

Discretionary

$17.1M

100% of AUM

Avg account

$551K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Northbrook, Illinois
CRD number: 332651
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.57%
Individuals13.01%
Charitable Organizations6.42%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Benari Capital, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships, and provides financial planning, portfolio management for individuals and small businesses, and educational workshops. Its billing mixes an assets-under-management percentage with hourly and fixed-fee arrangements. Benari Capital does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator. The firm lists an affiliation with an insurance company.