# J. Benjamin Financial, LLC

> J. Benjamin Financial, LLC is a state-registered investment advisory firm in Mount Pleasant, SC, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 283990
- Filed as: J. BENJAMIN FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283990
- AdvisorCensus page: https://advisorcensus.com/firm/j-benjamin-financial-llc-mount-pleasant-sc-283990

## Quick answers

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

**Where is J. Benjamin Financial, LLC located?**
J. Benjamin Financial, LLC's principal office is in Mount Pleasant, SC, according to its Form ADV.

**Is J. Benjamin Financial, LLC registered with the SEC or a state?**
J. Benjamin Financial, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283990.

**How much does J. Benjamin Financial, LLC manage?**
J. Benjamin Financial, LLC reports $38,255,531 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (94% discretionary).

**What types of clients does J. Benjamin Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (134); high net worth individuals (4).

**Does J. Benjamin Financial, 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/283990

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $38,255,531
- Discretionary: $35,860,664
- Non-discretionary: $2,394,867

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 134 | $26,828,727 |
| High net worth individuals | 4 | $11,426,804 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jbenjaminfinancial.com
- Facebook facebook.com
- LinkedIn @j.-benjamin-financial
- YouTube @jbenjaminfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J. Benjamin Financial, LLC (CRD 283990): Form ADV filing data as of October 2026.