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| Benchmark Financial LLC
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|---|---|
| CRD # | 297443 |
| SEC # | 801-131977 |
| CIK # | 0002107260 |
| AUM | 131.6 M (2026-01-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 302-635-9760 |
| Address | 2 Righter Parkway Wilmington, DE 19803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 1.7 | ||
| Microsoft Corp | 1.3 | ||
| Smartdata Corp | 1.1 | ||
| PIMCO Dynamic Income Fund | 1.0 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Incyte Corp | 0.7 | ||
| Tesla Motors Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 11.1 |
| (b) Individuals (high net worth individuals) | 65 | 120.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 131.6 |
| By Discretionary | ||
| Discretionary | 348 | 131.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 348 | 131.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.6 | |
| Total | 348 | 131.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107260] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Geremia Financial Services LLC
✚
|
NJ | 132.2 M |
|
Middle Street Capital LLC
✚
|
NH | 132.1 M |
|
Brighton Wealth Management Inc
✚
|
UT | 131.9 M |
|
Tublin - Difusco Advisors Inc
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|
131.9 M | |
|
Laminar Wealth LLC
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|
MO | 131.8 M |
|
Nest Investments LLC
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|
PA | 131.7 M |
|
Warm Springs Advisors Inc
✚
|
CA | 131.3 M |
|
Middleton & Company
✚
|
WA | 131.3 M |
|
Stawnychy Financial Services Inc
✚
|
NJ | 131.2 M |
|
Bison Wealth Management LLC
✚
|
OH | 131.0 M |