# L. K. Benson & Company, P.C.

> L. K. Benson & Company, P.C. is an SEC-registered investment advisory firm in Timonium, MD, registered since 1994, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 107908
- Filed as: L. K. BENSON & COMPANY, P.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Timonium, MD
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107908
- AdvisorCensus page: https://advisorcensus.com/firm/l-k-benson-and-company-p-c-timonium-md-107908

## Quick answers

**How is L. K. Benson & Company, P.C. compensated?**
On its Form ADV (Item 5.E, October 2026), L. K. Benson & Company, P.C. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**How much does L. K. Benson & Company, P.C. charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Subscription: $10,000 to $32,000 a year (Investment Advisory Services); Hourly rate: $195 to $585 an hour (project-based Financial Planning and Tax Planning and…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is L. K. Benson & Company, P.C. located?**
L. K. Benson & Company, P.C.'s principal office is in Timonium, MD, according to its Form ADV.

**Is L. K. Benson & Company, P.C. registered with the SEC or a state?**
L. K. Benson & Company, P.C. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107908.

**How much does L. K. Benson & Company, P.C. manage?**
L. K. Benson & Company, P.C. reports $446,232,124 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (90% discretionary).

**How have L. K. Benson & Company, P.C.'s assets and staff changed since 2021?**
In the Form ADV data for L. K. Benson & Company, P.C.: Regulatory assets under management: $190,457,934 in the October 2021 data and $446,232,124 in the October 2026 data, up 134%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does L. K. Benson & Company, P.C. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (75); individuals (other than high net worth individuals) (28).

**Which custodians does L. K. Benson & Company, P.C. use?**
L. K. Benson & Company, P.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does L. K. Benson & Company, P.C. 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/107908

**Does L. K. Benson & Company, P.C. state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "We have no minimum account size."

**What changed in L. K. Benson & Company, P.C.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $369,140,420 to $446,232,124 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> We have no minimum account size.

- Subscription: $10,000 to $32,000 a year (Investment Advisory Services)

> Annual fees typically range between $10,000 - $32,000.

- Hourly rate: $195 to $585 an hour (project-based Financial Planning and Tax Planning and…)

> Fees for project-based Financial Planning and Tax Planning and Preparation Services are billed at an hourly rate with a range from $195 to $585 per hour

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $446,232,124
- Discretionary: $400,194,856
- Non-discretionary: $46,037,268

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $15,943,719 |
| High net worth individuals | 75 | $430,288,405 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1994 (31 years)
- Employees: 9 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lkbenson.com
- Facebook @LKBensonCo
- LinkedIn @organization-guest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $190,457,934 | 9 | March 30, 2021 |
| October 2022 | $236,702,832 | 9 | March 28, 2022 |
| October 2023 | $258,297,116 | 9 | September 28, 2023 |
| October 2024 | $277,135,608 | 9 | March 14, 2024 |
| October 2025 | $369,140,420 | 9 | March 21, 2025 |
| October 2026 | $446,232,124 | 9 | July 30, 2026 |

Regulatory assets under management: $190,457,934 in the October 2021 data and $446,232,124 in the October 2026 data, up 134%.
Total employees: 9 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $369,140,420 to $446,232,124 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. L. K. Benson & Company, P.C. (CRD 107908): Form ADV filing data as of October 2026.