# Benchmark Investment Advisors LLC

> Benchmark Investment Advisors LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 159705
- Filed as: BENCHMARK INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159705
- AdvisorCensus page: https://advisorcensus.com/firm/benchmark-investment-advisors-llc-chicago-il-159705

## Quick answers

**How is Benchmark Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Benchmark Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Benchmark Investment Advisors LLC located?**
Benchmark Investment Advisors LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Benchmark Investment Advisors LLC registered with the SEC or a state?**
Benchmark Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159705.

**How much does Benchmark Investment Advisors LLC manage?**
Benchmark Investment Advisors LLC reports $329,181,545 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Benchmark Investment Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Benchmark Investment Advisors LLC: Regulatory assets under management: $262,825,175 in the October 2021 data and $329,181,545 in the October 2026 data, up 25%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Benchmark Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (29); charitable organizations (2).

**Which custodians does Benchmark Investment Advisors LLC use?**
Benchmark Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Benchmark Investment Advisors 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/159705

**What changed in Benchmark Investment Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Changed its office addresses in Frisco, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC
- Pershing LLC

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: $329,181,545
- Discretionary: $329,181,545
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $6,127,918 |
| High net worth individuals | 93 | $254,053,627 |
| Charitable organizations | 2 | $11,000,000 |
| Corporations or other businesses not listed above | 2 | $58,000,000 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, TN, TX, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Frisco, TX

### Websites listed on Form ADV (Item 1.I)
- trustbenchmark.com
- LinkedIn @john-p-swift-cfa-cpa-3059529

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $262,825,175 | 3 | March 26, 2021 |
| October 2022 | $247,878,412 | 4 | March 30, 2022 |
| October 2023 | $210,995,163 | 4 | September 26, 2023 |
| October 2024 | $270,182,869 | 4 | March 25, 2024 |
| October 2025 | $305,319,968 | 4 | March 20, 2025 |
| October 2026 | $329,181,545 | 6 | March 31, 2026 |

Regulatory assets under management: $262,825,175 in the October 2021 data and $329,181,545 in the October 2026 data, up 25%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Changed its office addresses in Frisco, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benchmark Investment Advisors LLC (CRD 159705): Form ADV filing data as of October 2026.