BENCHMARK ADVISORY SERVICES, LLC

Overview

Benchmark Advisory Services, LLC is a small SEC-registered registered investment adviser organized as a limited liability company (registered in 2019). The firm describes itself as a capital allocator and provides core advisory services including financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage of assets under management, hourly charges and fixed fees. Investment activity shows a blended approach: a mix of discretionary portfolio management and managed, non‑discretionary relationships. Benchmark is not an active ESG investor and does not list pension consulting among its services. The firm maintains industry relationships with a broker‑dealer, an insurance company and other investment adviser entities, and it uses third‑party managers when allocating to alternatives.

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Investments & Alternatives

Location & Offices