{
  "crd_number": 305662,
  "slug": "benchmark-advisory-services-llc-san-diego-ca-305662",
  "primary_business_name": "BENCHMARK ADVISORY SERVICES, LLC",
  "legal_name": "BENCHMARK ADVISORY SERVICES, LLC",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-09-27",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://kingswoodus.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305662",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/benchmark-advisory-services-llc-san-diego-ca-305662",
  "display_name": "Benchmark Advisory Services, LLC",
  "summary": "Benchmark Advisory Services, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Benchmark Advisory Services, LLC (CRD 305662): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Benchmark Advisory Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Benchmark Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Benchmark Advisory Services, LLC located?",
      "a": "Benchmark Advisory Services, LLC's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is Benchmark Advisory Services, LLC registered with the SEC or a state?",
      "a": "Benchmark Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305662."
    },
    {
      "q": "How have Benchmark Advisory Services, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Benchmark Advisory Services, LLC: Regulatory assets under management: $237,837,602 in the October 2021 data and $0 in the October 2024 data, down 100%. Total employees: 11 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Benchmark Advisory Services, 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/305662"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 237837602.0,
      "total_employees": 11,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 273336470.0,
      "total_employees": 11,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2024-06-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/benchmark-advisory-services-llc-san-diego-ca-305662.md",
  "clients": [],
  "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/305662",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}