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| Benedict Financial Advisors Inc
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| |
|---|---|
| CRD # | 116690 |
| SEC # | 801-77715 |
| CIK # | 0000711089 |
| AUM | $430.1 MM (2024-01-29) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Phone | 770-671-8228 |
| Address | 6000 Lake Forrest Drive Atlanta, GA 30328-5901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 21.9 | |
| MSFT | 1,918,222.4 | 18.6 | |
| AMGN | 130,083.0 | 10.1 | |
| MO | 78,198.0 | 10.1 | |
| JNJ | 465,600.2 | 9.1 | |
| CSCO | 178,309.9 | 8.6 | |
| QCOM | 147,392.0 | 8.5 | |
| ABBV | 269,466.6 | 7.9 | |
| RTX | 139,471.0 | 7.8 | |
| TRV | 40,186.3 | 7.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 79.0 |
| (b) Individuals (high net worth individuals) | 141 | 343.6 |
| (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 | 1 | 5.0 |
| (h) Charitable organizations | 5 | 2.5 |
| (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 | 740 | 430.1 |
| By Discretionary | ||
| Discretionary | 740 | 430.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 740 | 430.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 430.1 | |
| Total | 740 | 430.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000711089] |
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|---|---|---|
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