Benedict Financial Advisors, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 116690
- Registered since
- March 6, 2013
- Website
- benedictfinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.71%
- Individuals13.41%
- Pension & Profit Sharing Plans1.38%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Benedict Financial Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 2013. The firm is organized as a corporation under individual ownership and serves both individual/family and institutional clients. Its advisory offerings emphasize financial planning and portfolio management for individuals and small businesses, and the firm also publishes periodicals or newsletters. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds8%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Contacts
3 of 5
Ashley Thompson
Financial AdvisorCRD 5208583
Travis James
Financial PlannerCRD 4297837
Mark Beaver
Managing PartnerCRD 4509070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$65M in ETFs
94%
$61.2M
1%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $16.3M | 178,298 | 25.13% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 6000 Lake Forrest Dr
- Time zone
- ET (UTC-5)
- Office locations
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