CAPITAL BENCHMARK PARTNERS, LLC

RIASEC Registered

Total AUM

$56.3M

Discretionary

$52.4M

93% of AUM

Avg account

$118K

Accounts

477

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 175099
Website: capitalbenchmarkpartners.com
Custodians: CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI51.03%
Individuals42%
Pension & Profit Sharing Plans6.98%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Capital Benchmark Partners, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm advises both individual and family clients as well as institutional accounts, and supplements advisory work with insurance brokerage activities. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements are mixed — the firm charges a percentage of assets under management as well as hourly and fixed fees, with other fee structures also used. Capital Benchmark Partners does not position itself as an ESG-focused manager and is not designated as a multi-state adviser or pension consultant.