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, SEC‑registered registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual/family and institutional clients and offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a pension consultant or related adviser.
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 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
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