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 organized as a corporation and SEC-registered since 2013. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, discretionary portfolio management for individuals and small businesses, and publishing periodic investment materials. Its billing mixes a percentage-of-AUM model with hourly and fixed fees. The firm lists an insurance company among its industry affiliations and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
James Senkbeil
Senior Vice PresidentCRD 714049
Mark Beaver
Managing PartnerCRD 4509070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$64.3M in ETFs
93%
$59.8M
1%
$4.5M
| 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 | $15.2M | 165,744 | 23.64% |
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
Similar firms
Sardis Group, LLC
RIAAtlanta, GA
Financial Innovations, LLC
RIAAtlanta, GA
Novapoint Capital LLC
RIAAtlanta, GA
Highbrook Capital Partners
RIAAtlanta, GA
First Advisors National, LLC
RIAAtlanta, GA
Investors Asset Management Of Georgia Inc
RIAAtlanta, GA