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 that began SEC registration in 2021 and is owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management services geared toward individual and small-business clients. Its fee arrangements are a mix of AUM-based fees, hourly charges, and fixed fees. Benchmark does not position itself as a capital allocator, is not an active ESG investor, and does not advertise pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 3
Richard Hahn
Investment Adviser RepresentativeCRD 1509940
Kelli Swisher
Secretary and TreasurerCRD 5732416
Austin Swisher
Administrative AssistantCRD 8313054
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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