BENHAM ADVISORY GROUP

Overview

Benham Advisory Group is an independent registered investment adviser organized as a limited liability company that serves individuals and families, along with small business owners. The firm’s advisory work centers on financial planning and discretionary portfolio management for individual and small-business clients, delivered under a blended fee model of a percentage of assets under management and hourly charges. Investment activity emphasizes packaged public funds—mutual funds make up the core of client portfolios—supplemented by targeted allocations to real estate through third-party managers. Benham Advisory Group does not position itself as a multi-state adviser or a pension consultant, and it is not labeled an active ESG investor. The firm appears to run a relatively centralized, discretionary platform: all reported assets are discretionary, and portfolios are built around mutual fund sleeves for core equity and fixed-income exposure, with alternative real estate allocations layered in for diversification. The adviser also lists an insurance company affiliation, suggesting insurance solutions are available as part of broader planning work.

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Location & Offices