Benzer Capital

RIASEC Registered

Total AUM

$103M

Discretionary

$96.6M

94% of AUM

Avg account

$228K

Accounts

449

Employees

Advisory reps

Firm details

Headquarters: Missouri City, Texas
CRD number: 175286
Website: www.benzercapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.14%
Individuals8.7%
Pension & Profit Sharing Plans5.76%
Corporations / Businesses3.87%
Pooled Investment Vehicles0.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Benzer Capital is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-assets, hourly, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and institutions, pension consulting, and educational seminars or workshops. Benzer identifies as a non-ESG investor and is not registered as a multi-state adviser. Its industry roles include acting as an insurance company sponsor and serving as a general partner/managing member of pooled investment vehicles.