# Benedetti Financial, Inc.

> Benedetti Financial, Inc. is a state-registered investment advisory firm in Santa Maria, CA, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 134598
- Filed as: BENEDETTI FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Maria, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134598
- AdvisorCensus page: https://advisorcensus.com/firm/benedetti-financial-inc-santa-maria-ca-134598

## Quick answers

**How is Benedetti Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Benedetti Financial, Inc. 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 Benedetti Financial, Inc. located?**
Benedetti Financial, Inc.'s principal office is in Santa Maria, CA, according to its Form ADV.

**Is Benedetti Financial, Inc. registered with the SEC or a state?**
Benedetti Financial, Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 134598.

**How much does Benedetti Financial, Inc. manage?**
Benedetti Financial, Inc. reports $114,394,761 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (4% discretionary).

**What types of clients does Benedetti Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (575); individuals (other than high net worth individuals) (25).

**Does Benedetti Financial, Inc. 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/134598

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $114,394,761
- Discretionary: $4,469,498
- Non-discretionary: $109,925,263

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $4,403,169 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $66,329 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 575 | $109,925,263 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [benedetticpa.com](https://benedetticpa.com)
- [benedettifinancial.com](https://benedettifinancial.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benedetti Financial, Inc. (CRD 134598): Form ADV filing data as of October 2026.