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| Keyboard |
| Benold Financial Planning Inc
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|---|---|
| CRD # | 134258 |
| SEC # | 801-132320 |
| CIK # | |
| AUM | 139.1 M (2026-01-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 512-818-1800 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 13.1 |
| (b) Individuals (high net worth individuals) | 37 | 110.4 |
| (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 | 4 | 15.6 |
| (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 | 184 | 139.1 |
| By Discretionary | ||
| Discretionary | 170 | 124.3 |
| Non-Discretionary | 14 | 14.7 |
| Total | 184 | 139.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.1 | |
| Total | 184 | 139.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 20 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beyond Wealth Management Group LLC
✚
|
NY | 139.4 M |
|
TNL Asset Management LLC
✚
|
CO | 139.3 M |
|
Legacy Financial Advisors II LLC
✚
|
139.2 M | |
|
Stonebriar Wealth LLC
✚
|
UT | 139.0 M |
|
Gunder Wealth Management LLC
✚
|
139.0 M | |
|
Brooktree Capital Management Inc
✚
|
MI | 138.9 M |
|
MFG Wealth Management Inc
✚
|
IN | 138.9 M |
|
Advantage Investing Inc
✚
|
FL | 138.9 M |
|
Blair Hall Advisors LLC
✚
|
138.8 M | |
|
Saratoga Capital Management LLC
✚
|
AZ | 138.8 M |