Benchmark Capital Group Ltd.
Firm details
- Headquarters
- Galena, Illinois
- CRD number
- 123698
- Registered since
- April 8, 2021
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.63%
- Individuals22.29%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Benchmark Capital Group Ltd. is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm is owned by an individual and focuses on servicing individual and family clients, with advisory services that emphasize financial planning and portfolio management for individuals and small businesses. Its billing options include a percentage-of-AUM fee, hourly charges, and fixed fees. The adviser is not flagged as an active ESG investor, does not operate as a capital allocator, and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Cash & Cash Equivalents16%
- US Government Bonds13%
- Exchange Traded Equities12%
Owners & executives
1 of 1
David Swisher
President, CEOCRD 2266323
Contacts
2 of 2Kelli Swisher
Secretary and TreasurerCRD 5732416
Richard Hahn
Investment Adviser RepresentativeCRD 1509940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Galena, IL
Jo Daviess
Location
Galena, IL
Headquartered in Galena, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Jo Daviess
- Address
- 228 N Bench St
- Time zone
- CT (UTC-6)
- Office locations
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