# Benefi

> 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.

- CRD: 337846
- Filed as: BENEFI
- Legal name: Benefi Global Corp
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337846
- AdvisorCensus page: https://advisorcensus.com/firm/benefi-chicago-il-337846

## Quick answers

**How is Benefi compensated?**
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).

**How much does Benefi charge?**
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.

**Where is Benefi located?**
Benefi's principal office is in Chicago, IL, according to its Form ADV.

**Is Benefi registered with the SEC or a state?**
Benefi is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 337846.

**How much does Benefi manage?**
Benefi reports $0 in regulatory assets under management in its Form ADV filing dated February 3, 2026.

**Does Benefi 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/337846

**Does Benefi state an account minimum?**
Its Form ADV Part 2A brochure dated September 16, 2025 says: "We do not have a minimum account size requirement."

**What changed in Benefi's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated September 16, 2025)

- Asset-based fee: 0.99% to 1.99% a year (a range, as the brochure states it)

> 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%.

- Account minimum: None

> We do not have a minimum account size requirement.

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

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- benefi.org

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benefi (CRD 337846): Form ADV filing data as of October 2026.