# Benjamins Money

> Benjamins Money is an SEC-registered investment advisory firm in McLean, VA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 328273
- Filed as: BENJAMINS MONEY
- Legal name: 1787FP Investment Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328273
- AdvisorCensus page: https://advisorcensus.com/firm/benjamins-money-mclean-va-328273

## Quick answers

**How is Benjamins Money compensated?**
On its Form ADV (Item 5.E, October 2026), Benjamins Money reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Benjamins Money located?**
Benjamins Money's principal office is in McLean, VA, according to its Form ADV.

**Is Benjamins Money registered with the SEC or a state?**
Benjamins Money is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328273.

**How much does Benjamins Money manage?**
Benjamins Money reports $9,114,394 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Benjamins Money's assets and staff changed since 2024?**
In the Form ADV data for Benjamins Money: Regulatory assets under management: $0 in the October 2024 data and $9,114,394 in the October 2026 data. Total employees: 1 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Benjamins Money serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Which custodians does Benjamins Money use?**
Benjamins Money's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Benjamins Money 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/328273

**What changed in Benjamins Money's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $12,500,000 to $9,114,394 (-27%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- RBC Capital Markets, 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: $9,114,394
- Discretionary: $9,114,394
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $9,114,394 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- benjaminsmoney.com
- X @1787fp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | February 15, 2024 |
| October 2025 | $12,500,000 | 1 | March 28, 2025 |
| October 2026 | $9,114,394 | 3 | March 6, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $9,114,394 in the October 2026 data.
Total employees: 1 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $12,500,000 to $9,114,394 (-27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benjamins Money (CRD 328273): Form ADV filing data as of October 2026.