{
  "crd_number": 337846,
  "slug": "benefi-chicago-il-337846",
  "primary_business_name": "BENEFI",
  "legal_name": "BENEFI GLOBAL CORP",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-02-05",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-02-03",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://benefi.org"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337846",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/benefi-chicago-il-337846",
  "display_name": "Benefi",
  "summary": "Benefi is an SEC-registered investment advisory firm in Chicago, IL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.",
  "citation": "AdvisorCensus. Benefi (CRD 337846): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Benefi compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Benefi reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Benefi charge?",
      "a": "Its Form ADV Part 2A brochure dated September 16, 2025 states: Asset-based fee: 0.99% to 1.99% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Benefi located?",
      "a": "Benefi's principal office is in Chicago, IL, according to its Form ADV."
    },
    {
      "q": "Is Benefi registered with the SEC or a state?",
      "a": "Benefi is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 337846."
    },
    {
      "q": "How much does Benefi manage?",
      "a": "Benefi reports $0 in regulatory assets under management in its Form ADV filing dated February 3, 2026."
    },
    {
      "q": "Does Benefi report any disciplinary disclosures?",
      "a": "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/337846"
    },
    {
      "q": "Does Benefi state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated September 16, 2025 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Benefi's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated September 16, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.99% to 1.99% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.99% to 1.99% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The annual fee is calculated as a percentage of the assets under management (“AUM”) in your account and ranges from 0.99% to 1.99%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.99,
        1.99
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The annual fee is calculated as a percentage of the assets under management (“AUM”) in your account and ranges from 0.99% to 1.99%.",
      "We do not have a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/benefi-chicago-il-337846.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337846",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}