Benchmark Financial, LLC
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 297443
- Registered since
- February 13, 2025
- Website
- benchmarkfg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.54%
- Individuals8.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Benchmark Financial, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm became SEC-registered in 2025 and focuses on serving individuals and families through financial planning and portfolio management for individual and small-business clients. Its billing is a mix of percentage-of-AUM, hourly charges, and fixed fees. Benchmark does not report itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser or pension consultant.
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 Funds90%
- Exchange Traded Equities8%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Richard Jakotowicz
Director of Financial PlanningCRD 4244055
Caleb Ray
Financial AdvisorCRD 7727049
Ian Pass
Financial PlannerCRD 8298560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$140M in ETFs
93%
$131M
7%
$9.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $15.8M | 161,170 | 11.25% |
Location
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 2 Righter Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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