Capital Benchmark Partners, LLC

RIASEC Registered

Total AUM

$56.3M

Discretionary

$52.4M

93% of AUM

Avg account

$118K

Accounts

477

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 175099
Website: capitalbenchmarkpartners.com
Custodians: CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI51.03%
Individuals42%
Pension & Profit Sharing Plans6.98%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Capital Benchmark Partners, LLC is an independent, individually owned registered investment adviser that serves both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. It also operates as an insurance broker. Fee arrangements include percentage-of-AUM, hourly, fixed-fee and other structures. The firm does not identify as an active ESG investor, is not a multistate adviser, and does not act as a capital allocator.