L. K. BENSON & COMPANY, P.C.
Firm details
- Headquarters
- TIMONIUM, Maryland
- CRD number
- 107908
- Registered since
- December 23, 1994
- Website
- lkbenson.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI96.43%
- Individuals3.57%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
L. K. Benson & Company, P.C. is a privately owned corporation operating as an independent registered investment adviser. The firm has been SEC-registered since 1994 and identifies its primary clientele as individuals and families. Its business model combines accounting services with advisory work: it provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers or advisers. Compensation is billed on an hourly or fixed-fee basis rather than a percentage-of-assets model. The firm describes itself as a capital allocator and does not position as a multi-state adviser, pension consultant, or an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities11%
- Cash & Cash Equivalents11%
Contacts
2 of 2LYLE BENSON
PresidentCRD 4363773
CHRISTOPHER BENSON
PrincipalCRD 6199681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$171M in ETFs
67%
$114M
32%
$57.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $12.9M | 166,972 | 7.54% |
Location
TIMONIUM, MD
BALTIMORE
Location
TIMONIUM, MD
Headquartered in TIMONIUM, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 9690 Deereco Rd
- Time zone
- ET (UTC-5)
- Office locations
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