# Benham Advisory Group

> Benham Advisory Group is a state-registered investment advisory firm in Greenwood, IN, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 331926
- Filed as: BENHAM ADVISORY GROUP
- Legal name: Benham Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwood, IN
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331926
- AdvisorCensus page: https://advisorcensus.com/firm/benham-advisory-group-greenwood-in-331926

## Quick answers

**How is Benham Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Benham Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Benham Advisory Group located?**
Benham Advisory Group's principal office is in Greenwood, IN, according to its Form ADV.

**Is Benham Advisory Group registered with the SEC or a state?**
Benham Advisory Group is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331926.

**How much does Benham Advisory Group manage?**
Benham Advisory Group reports $94,375,000 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**What types of clients does Benham Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (328); high net worth individuals (17).

**Does Benham Advisory Group 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/331926

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $94,375,000
- Discretionary: $94,375,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 328 | $65,094,000 |
| High net worth individuals | 17 | $29,281,000 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- benhamadvisory.com
- Facebook @BenhamAdvisoryGroupInc
- YouTube @UCGB1lSxB1INXbCwvuVAbEZw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benham Advisory Group (CRD 331926): Form ADV filing data as of October 2026.