# Benchmark Financial

> Benchmark Financial is a state-registered investment advisory firm in Cedar Falls, IA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 16, 2024.

- CRD: 314535
- Filed as: BENCHMARK FINANCIAL
- Legal name: Benchmark Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cedar Falls, IA
- Filing period: October 2026
- Form ADV filing dated: October 16, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314535
- AdvisorCensus page: https://advisorcensus.com/firm/benchmark-financial-cedar-falls-ia-314535

## Quick answers

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

**Where is Benchmark Financial located?**
Benchmark Financial's principal office is in Cedar Falls, IA, according to its Form ADV.

**Is Benchmark Financial registered with the SEC or a state?**
Benchmark Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314535.

**How much does Benchmark Financial manage?**
Benchmark Financial reports $26,213,177 in regulatory assets under management in its Form ADV filing dated October 16, 2024 (0% discretionary).

**What types of clients does Benchmark Financial serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Benchmark Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314535

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $26,213,177
- Discretionary: $0
- Non-discretionary: $26,213,177

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $26,213,176 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | Fewer than 5 | $1 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops

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

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benchmark Financial (CRD 314535): Form ADV filing data as of October 2026.