L. K. Benson & Company, P.C.

RIASEC Registered

Total AUM

$446M

Discretionary

$400M

90% of AUM

Avg account

$956K

Accounts

467

Employees

9

Advisory reps

2

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

FINTRX

Overview

L. K. Benson & Company, P.C. is an independent registered investment adviser that has been SEC-registered since 1994. The firm is individually owned and focuses on serving individuals and families, combining accounting practice activity with advisory work. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm bills clients via hourly charges and fixed fees and describes itself as a capital allocator. It does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds78%
Exchange Traded Equities11%
Cash & Cash Equivalents11%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 106

Active vs passive

$205M in ETFs

Passive

65%

$134M

Active

33%

$70.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ALPHA ARCHITECT HIGH INFLATION AND DEFLATION ETF (HIDE)	Alpha Architect	Active	Conservative Allocation	$17M	698,120	8.33%

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Primary office

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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