L. K. Benson & Company, P.C.

RIASEC RegisteredEst. 1994

Total AUM

$446M

Discretionary

$400M

90% of AUM

Avg account

$956K

Accounts

467

Employees

9

Advisory reps

2

Firm details

Headquarters: Timonium, Maryland
CRD number: 107908
Registered since: December 23, 1994
Website: lkbenson.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Hourly Charges, Fixed Fees
Client types: HNWI96.43%
Individuals3.57%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

L. K. Benson & Company, P.C. is an independent registered investment adviser and accounting practice that provides financial planning and portfolio management primarily to individuals and families. The firm is structured as a corporation with individual ownership and has been SEC-registered since 1994. Its advisory work focuses on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements are non-asset-based, delivered via hourly charges and fixed fees. The firm identifies itself as a capital allocator and does not present as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds78%
Exchange Traded Equities11%
Cash & Cash Equivalents11%

Contacts

2 of 2

Lyle Benson
PresidentCRD 4363773
Christopher Benson
PrincipalCRD 6199681

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 105

Active vs passive

$188M in ETFs

Passive

67%

$126M

Active

31%

$61.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS)	Vanguard	Passive	Foreign Large Blend	$14.3M	166,775	7.58%

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Primary office

Timonium, MD

Baltimore

Location

Timonium, MD

Headquartered in Timonium, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore
Address: 9690 Deereco Rd
Time zone: ET (UTC-5)
Office locations

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