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 registered investment adviser that markets itself to individual and family clients and delivers financial planning and portfolio management for individuals and small businesses. The firm is organized as an LLC, owner-operated, and became SEC-registered in 2025. Its billing mix includes asset-based fees, hourly charges, and fixed fees. Benchmark is not positioned as a capital allocator, does not identify as an active ESG investor, and does not report multi-state adviser status.
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 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 43Active vs passive
$158M in ETFs
93%
$146M
6%
$11.8M
| 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 | $19.3M | 162,245 | 12.25% |
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
Similar firms
Morningside Asset Management
RIAWilmington, DE
Wilmington Trust Investment Management
RIAWilmington, DE
Stratfi
RIAWilmington, DE
Donald W. Nicholson & Associates Ltd
RIAWilmington, DE
Third Sigma Investment Advisors LLC
RIAWilmington, DE
Walnut Green Asset Management, LLC
RIAWilmington, DE