J. BENJAMIN FINANCIAL, LLC

Overview

J. Benjamin Financial, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm emphasizes personalized financial planning and portfolio management for individuals and small businesses, and it also provides pension consulting services. Its fee model is a mix of percentage-of-AUM, hourly charges, and fixed fees, indicating flexibility to support both ongoing advisory relationships and project-based work. Investment activity is concentrated in publicly available pooled vehicles, with a strong tilt toward mutual funds and other public funds as the core building blocks of client portfolios. The firm does not operate as a capital allocator or fund sponsor; instead it sources third-party managers for specialist exposure where needed. J. Benjamin Financial is not positioned as an active ESG investor based on the firm’s stated profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices