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| Benedict Financial Advisors Inc
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|---|---|
| CRD # | 116690 |
| SEC # | 801-77715 |
| CIK # | 0000711089 |
| AUM | $475.0 M (2025-03-13) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Phone | 770-671-8228 |
| Address | 6000 Lake Forrest Drive Atlanta, GA 30328-5901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.0 | ||
| Microsoft Corp | 18.2 | ||
| Altria Group Inc | 13.0 | ||
| Philip Morris International Inc | 13.0 | ||
| Cisco Systems Inc | 12.7 | ||
| United Technologies Corp /DE/ | 10.7 | ||
| Johnson & Johnson | 9.5 | ||
| Travelers Companies Inc | 9.5 | ||
| Amgen Inc | 9.3 | ||
| CBOE Holdings Inc | 9.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 73.1 |
| (b) Individuals (high net worth individuals) | 152 | 393.2 |
| (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 | 6.1 |
| (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 | 729 | 475.0 |
| By Discretionary | ||
| Discretionary | 729 | 475.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 729 | 475.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 475.0 | |
| Total | 729 | 475.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000711089] |
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|---|---|---|
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