# Benchmark Financial, LLC

> Benchmark Financial, LLC is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 297443
- Filed as: BENCHMARK FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297443
- AdvisorCensus page: https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443

## Quick answers

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

**Where is Benchmark Financial, LLC located?**
Benchmark Financial, LLC's principal office is in Wilmington, DE, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Benchmark Financial, LLC registered with the SEC or a state?**
Benchmark Financial, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 297443.

**How much does Benchmark Financial, LLC manage?**
Benchmark Financial, LLC reports $131,579,095 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (100% discretionary).

**How have Benchmark Financial, LLC's assets and staff changed since 2025?**
In the Form ADV data for Benchmark Financial, LLC: Regulatory assets under management: $100,260,237 in the October 2025 data and $131,579,095 in the October 2026 data, up 31%. Total employees: 3 in October 2025 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 Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (65); individuals (other than high net worth individuals) (25).

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

**Does Benchmark Financial, 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/297443

**Does Benchmark Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 8, 2026 says: "BF has a minimum account size requirement of $500,000. This requirement can be waived or reduced at BF’s discretion." "We have a minimum account size requirement of $500,000 to open or maintain an account under our management. This requirement may be waived or reduced at BF’s discretion."

**What changed in Benchmark Financial, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $100,260,237 to $131,579,095 (+31%).

## 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 January 8, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> BF has a minimum account size requirement of $500,000. This requirement can be waived or reduced at BF’s discretion.

> We have a minimum account size requirement of $500,000 to open or maintain an account under our management. This requirement may be waived or reduced at BF’s discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $131,579,095
- Discretionary: $131,579,095
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $11,127,825 |
| High net worth individuals | 65 | $120,451,270 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, NH, NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Philadelphia, PA

### Websites listed on Form ADV (Item 1.I)
- benchmarkfg.com
- vimeo.com/benchmarkfg
- Facebook @BenchmarkFG
- LinkedIn @benchmarkfg
- LinkedIn @jake-weaver-552a88a1
- LinkedIn @richjakotowicz
- YouTube @benchmarkfg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $100,260,237 | 3 | July 11, 2025 |
| October 2026 | $131,579,095 | 3 | January 8, 2026 |

Regulatory assets under management: $100,260,237 in the October 2025 data and $131,579,095 in the October 2026 data, up 31%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $100,260,237 to $131,579,095 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benchmark Financial, LLC (CRD 297443): Form ADV filing data as of October 2026.