Benson Avenue Capital, LLC

RIASEC Registered
Total AUM
$56.3M
Discretionary
$37.9M
67% of AUM
Avg account
$2.1M
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
292194
Custodians
CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.24%
  • Pension & Profit Sharing Plans32.38%
  • Charitable Organizations0.32%
  • Individuals0.06%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Benson Avenue Capital, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals, families and select institutional or small business clients. The firm’s investment posture favors equity exposure, with a clear emphasis on exchange-traded equities and ETFs as the primary vehicle for implementing equity allocations. Strategy execution appears to blend separately managed account structures with pooled mutual fund or ETF sleeves, and the firm supplements core equity holdings with corporate debt and mutual funds where fixed income or diversified exposure is needed. The firm is not positioned as an ESG-focused allocator and does not operate as a multi-state adviser or pension consultant. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagements are offered—allowing the firm to work with both ongoing discretionary mandates and project or consultative relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 32%, Private Funds 2%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds32%
  • Private Funds2%

Owners & executives

1 of 1
  • Christopher Palmer

    Christopher Palmer

    Founder and Chief Investment OfficerCRD 1547110

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth