# Benchmark Capital Group Ltd.

> Benchmark Capital Group Ltd. is an SEC-registered investment advisory firm in Galena, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 123698
- Filed as: BENCHMARK CAPITAL GROUP LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Galena, IL
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123698
- AdvisorCensus page: https://advisorcensus.com/firm/benchmark-capital-group-ltd-galena-il-123698

## Quick answers

**How is Benchmark Capital Group Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Benchmark Capital Group Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Benchmark Capital Group Ltd. located?**
Benchmark Capital Group Ltd.'s principal office is in Galena, IL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Benchmark Capital Group Ltd. registered with the SEC or a state?**
Benchmark Capital Group Ltd. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 123698.

**How much does Benchmark Capital Group Ltd. manage?**
Benchmark Capital Group Ltd. reports $173,620,326 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (98% discretionary).

**How have Benchmark Capital Group Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for Benchmark Capital Group Ltd.: Regulatory assets under management: $111,760,544 in the October 2021 data and $173,620,326 in the October 2026 data, up 55%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Benchmark Capital Group Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (53).

**Which custodians does Benchmark Capital Group Ltd. use?**
Benchmark Capital Group Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Benchmark Capital Group Ltd. 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/123698

**Does Benchmark Capital Group Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated February 13, 2026 says: "Typically, we require a minimum account size of $150,000 to open and maintain an asset management account. In our sole discretion, we may waive or lower such minimum."

**What changed in Benchmark Capital Group Ltd.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in WI.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 13, 2026)

- Account minimum: $150,000 (the brochure says it may be waived or negotiated)

> Typically, we require a minimum account size of $150,000 to open and maintain an asset management account. In our sole discretion, we may waive or lower such minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $173,620,326
- Discretionary: $169,778,060
- Non-discretionary: $3,842,266

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $38,697,702 |
| High net worth individuals | 53 | $134,787,996 |
| Charitable organizations | Fewer than 5 | $134,628 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MO, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Edwardsville, IL

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,760,544 | 2 | August 16, 2021 |
| October 2022 | $135,079,069 | 3 | February 22, 2022 |
| October 2023 | $129,705,263 | 4 | September 7, 2023 |
| October 2024 | $149,461,620 | 4 | September 5, 2024 |
| October 2025 | $147,250,464 | 3 | February 6, 2025 |
| October 2026 | $173,620,326 | 3 | September 17, 2026 |

Regulatory assets under management: $111,760,544 in the October 2021 data and $173,620,326 in the October 2026 data, up 55%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in WI.

### March 2026
- Regulatory assets under management went from $147,250,464 to $173,620,326 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benchmark Capital Group Ltd. (CRD 123698): Form ADV filing data as of October 2026.