Benari Capital, LLC

RIASEC Registered

Total AUM

$17.1M

Discretionary

$17.1M

100% of AUM

Avg account

$551K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Northbrook, Illinois
CRD number: 332651
Website: www.benaricapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.57%
Individuals13.01%
Charitable Organizations6.42%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Benari Capital, LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm lists an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser.