# Capital Benchmark Partners, LLC

> Capital Benchmark Partners, LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 175099
- Filed as: CAPITAL BENCHMARK PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175099
- AdvisorCensus page: https://advisorcensus.com/firm/capital-benchmark-partners-llc-atlanta-ga-175099

## Quick answers

**How is Capital Benchmark Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Benchmark Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Capital Benchmark Partners, LLC located?**
Capital Benchmark Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Capital Benchmark Partners, LLC registered with the SEC or a state?**
Capital Benchmark Partners, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175099.

**How much does Capital Benchmark Partners, LLC manage?**
Capital Benchmark Partners, LLC reports $56,333,436 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (93% discretionary).

**What types of clients does Capital Benchmark Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (18); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Capital Benchmark Partners, LLC 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/175099

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $56,333,436
- Discretionary: $52,403,366
- Non-discretionary: $3,930,070

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $23,657,745 |
| High net worth individuals | 18 | $28,745,621 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $3,930,070 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalbenchmarkpartners.com
- Facebook @capitalbenchmark
- LinkedIn @capitalbenchmark

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Benchmark Partners, LLC (CRD 175099): Form ADV filing data as of October 2026.