{
  "crd_number": 313945,
  "slug": "bench-walk-advisors-llc-boca-raton-fl-313945",
  "primary_business_name": "BENCH WALK ADVISORS LLC",
  "legal_name": "BENCH WALK ADVISORS LLC",
  "dbas": [],
  "city": "Boca Raton",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-05-27",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-15",
  "carried_forward": false,
  "raum_total": 707608219.0,
  "raum_discretionary": 513627711.0,
  "raum_non_discretionary": 193980508.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 15,
  "advisory_employees": 13,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null,
      "description": "LLC",
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 707608219.0,
      "count": 90
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE"
  ],
  "websites": [
    "https://benchwalk.com",
    "https://linkedin.com/company/bench-walk-advisors-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313945",
  "city_as_filed": "BOCA RATON",
  "url": "https://advisorcensus.com/firm/bench-walk-advisors-llc-boca-raton-fl-313945",
  "display_name": "Bench Walk Advisors LLC",
  "summary": "Bench Walk Advisors LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 15, 2026.",
  "citation": "AdvisorCensus. Bench Walk Advisors LLC (CRD 313945): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Bench Walk Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bench Walk Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Bench Walk Advisors LLC located?",
      "a": "Bench Walk Advisors LLC's principal office is in Boca Raton, FL, according to its Form ADV; the July 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bench Walk Advisors LLC registered with the SEC or a state?",
      "a": "Bench Walk Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 313945."
    },
    {
      "q": "How much does Bench Walk Advisors LLC manage?",
      "a": "Bench Walk Advisors LLC reports $707,608,219 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (73% discretionary)."
    },
    {
      "q": "How have Bench Walk Advisors LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Bench Walk Advisors LLC: Regulatory assets under management: $243,157,645 in the October 2022 data and $707,608,219 in the October 2026 data, up 191%. Total employees: 11 in October 2022 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bench Walk Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (90)."
    },
    {
      "q": "Does Bench Walk Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313945"
    },
    {
      "q": "What changed in Bench Walk Advisors LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 243157645.0,
      "total_employees": 11,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 422263484.0,
      "total_employees": 11,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 333050450.0,
      "total_employees": 15,
      "filing_date": "2024-03-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 627275261.0,
      "total_employees": 15,
      "filing_date": "2025-04-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 707608219.0,
      "total_employees": 15,
      "filing_date": "2026-06-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $627,275,261 to $707,608,219 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bench-walk-advisors-llc-boca-raton-fl-313945.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 707608219.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313945",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}