Wealth Manager
    SEC Registered
    Manages Private Funds

    Benchmark Financial, LLC

    Registered investment advisor · Wilmington, Delaware · CRD #297443

    Assets Under Management
    $132M
    Client Accounts
    348
    Employees
    3
    CRD Number
    297443
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Benchmark Financial, LLC

    Benchmark Financial, LLC is a SEC-registered investment advisory firm headquartered in Wilmington, Delaware, managing approximately $132M in regulatory assets across 348 client accounts. The firm's full regulatory record is filed with the SEC under CRD #297443.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Benchmark Financial, LLC

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    Frequently Asked Questions

    What is Benchmark Financial, LLC's AUM?

    Benchmark Financial, LLC reports approximately $132M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Benchmark Financial, LLC headquartered?

    Benchmark Financial, LLC is headquartered in Wilmington, Delaware.

    What is Benchmark Financial, LLC's CRD number?

    Benchmark Financial, LLC's CRD number is 297443. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Benchmark Financial, LLC manage?

    Benchmark Financial, LLC manages approximately 348 client accounts according to its latest SEC filing.

    Is Benchmark Financial, LLC SEC registered?

    Yes, Benchmark Financial, LLC is registered with the SEC as an investment adviser with an approved registration status.

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