Benchmark Financial

Overview

Benchmark Financial is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and operates primarily on a discretionary basis—managing portfolios on behalf of clients while also maintaining a smaller set of non-discretionary relationships. Benchmark does not identify as an active ESG investor, is not positioned as a pension consultant or capital allocator, and serves both individual/family and institutional clients. Investment activity at Benchmark centers on pooled public funds rather than direct alternative manager allocations. The firm appears to construct client portfolios using mutual funds and public-market vehicles to implement equity, fixed income and multi-asset exposure, with an emphasis on model or fund-based solutions rather than extensive use of third-party private-market managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices