BENARI CAPITAL, LLC

Overview

Benari Capital, LLC is a small independent registered investment adviser that focuses on personalized planning and portfolio management for individuals, families and small businesses. The firm combines fee-based asset management with financial planning and educational workshops, offering a mix of percentage-of-AUM, hourly and fixed-fee engagements. Filing detail shows the business is owner-operated and not structured as a capital allocator or family office; its client base spans both private individuals and institutional-type relationships. Investment activity centers on public pooled vehicles as the core of client portfolios, supplemented by selected alternatives and insurance products. Benari Capital does not report active ESG investing and is not identified as a multi-state adviser for registration purposes, even though it maintains a small multi-office footprint. The firm’s advisory approach appears to emphasize diversified mutual fund-based allocations for core exposure, with tactical use of annuities and third-party real estate allocations where appropriate for client goals and risk profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices