# Benchmark Advisory Services, LLC

> 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.

- CRD: 305662
- Filed as: BENCHMARK ADVISORY SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305662
- AdvisorCensus page: https://advisorcensus.com/firm/benchmark-advisory-services-llc-san-diego-ca-305662

## Quick answers

**How is Benchmark Advisory Services, LLC compensated?**
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.

**Where is Benchmark Advisory Services, LLC located?**
Benchmark Advisory Services, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Benchmark Advisory Services, LLC registered with the SEC or a state?**
Benchmark Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305662.

**How have Benchmark Advisory Services, LLC's assets and staff changed since 2021?**
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.

**Does Benchmark Advisory Services, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kingswoodus.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $237,837,602 | 11 | March 23, 2021 |
| October 2022 | $273,336,470 | 11 | March 31, 2022 |
| October 2023 | Not reported | 2 | March 30, 2023 |
| October 2024 | $0 | 2 | June 3, 2024 |
| October 2025 | Not reported | 2 | July 17, 2025 |
| October 2026 | Not reported | 2 | June 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benchmark Advisory Services, LLC (CRD 305662): Form ADV filing data as of October 2026.