Capital Benchmark Partners, LLC

Overview

Capital Benchmark Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. It also operates as an insurance broker, indicating that insurance products are part of its client solutions mix. The adviser charges a mix of fee types including a percentage of assets under management, hourly fees, fixed fees and other fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives