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Kyle Benham

Advisor at Benham Advisory Group

Updated today

Location

Greenwood, IN 46142

Credentials

Series 65

Industry experience

4 years

About

Kyle Benham is a financial advisor at Benham Advisory Group with a Series 65 credential and four years of industry experience. He has held roles at Integrity Wealth Solutions and currently serves as a director of Benosi Row, LLC. Outside of finance, he has been involved in various entertainment projects including shows on TBS, Facebook, Quibi, Apple TV, and Netflix. Benham Advisory Group, founded in 2024, offers discretionary asset management and financial planning to both high-net-worth and non-HNW clients. The firm employs rules-based investment models using a variety of securities and provides ongoing portfolio management with monthly reviews, rebalancing, and tax-loss harvesting.

Client services

Based on Benham Advisory Group

Financial planning Portfolio management

Fee options

Percentage

$0 - $250,000: 1.20% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.10% $1,000,001+: 1.00% $0 - $250,000: 1.40% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.30% $1,000,001+: 1.20%

Project-based

$300 per hour

Location

3147 W Smith Valley Road, Suite E

Greenwood, IN 46142

Most active in

Indiana · Washington

Work history

Benham Wealth Management, LLC dba Benham Advisory Group

2024 - Present (2 years)

Benham Wealth Management, LLC dba Benham Advisory Group

2024 - Present (2 years)

Benosi Row, LLC

2023 - Present (3 years)

Integrity Wealth Solutions

2021 - 2024 (3 years)

Benham Advisory Group, Inc.

2020 - Present (6 years)

Tournament of Laughs - TBS Show

2020 - 2020 (1 year)

Dance My Way Out, LLC

2020 - Present (6 years)

Whose House Is This - Facebook Show

2019 - 2020 (1 year)

Chrissy's Court - Quibi

2019 - 2020 (1 year)

Carpool Karaoke: The Series - Apple TV

2018 - 2019 (1 year)

Chelsea Handler Productions - Netflix

2016 - 2020 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Drew F

CFP®

Avon, IN

Migration Wealth Management, LLC

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Dual Income Family HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)
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Gene A

Series 63, Series 65

Indianapolis, IN

Austin Financial Strategies, Inc.

Gene Austin is the principal of Austin Financial Strategies, Inc., an independent registered investment adviser based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding Austin Financial Strategies in 2011, he has been involved with MoneyBlock since 2015. Outside of his financial advisory work, he owns and operates Austin Speed and Agility, a business focused on training athletes in speed and agility. Austin Financial Strategies serves individual clients, retirement plans, and business entities with discretionary portfolio management and financial planning. The firm employs a blend of asset allocation, fundamental and technical analysis, and utilizes Morningstar-based model portfolios across mutual funds, ETFs, and individual equities, offering both active and passive management approaches.

Annuities Income planning Retirement income strategy Cash flow / budgeting
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Corey R

Series 63, Series 65

Indianapolis, IN

C.R. Retirement Strategies, LLC

Corey Roberts is the sole advisor at C.R. Retirement Strategies, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses with six years of industry experience. His background includes roles at Securities America, Inc and National Planning Corporation, as well as non-financial positions at DoorDash and Powerhome Solar. He is also an independent contractor selling insurance products. C.R. Retirement Strategies is an Indiana-registered investment adviser founded in 2025 that provides portfolio management, retirement planning, and financial planning services. The firm supports pooled or institutional-style mandates and employs a discretionary investment process that integrates fundamental, technical, cyclical, and economic analysis, using both active and passive management approaches based on client objectives.

General retirement planning Wealth management Long-term care insurance Annuities
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Bradley H

CFP®, Series 63

Beech Grove, IN

Henthorn Agency, Inc.

Bradley Henthorn is a CFP® with 29 years of industry experience and has been the principal of Henthorn Agency, Inc. since 1990. He holds a Series 63 license and operates an independent advisory firm in Beech Grove, IN. Outside of his advisory work, he serves as a vice president of an S corporation involved in rental real estate investments. Henthorn Agency, Inc. serves individual clients, primarily middle-income Americans, offering comprehensive financial planning, portfolio analysis, tax preparation, and insurance reviews through a flat-fee retainer program. The firm uses risk-based model asset allocations and manages directed, non-discretionary portfolios, combining investment advice with tax and estate planning services.

Social Security optimization General tax planning Retirement income strategy Life insurance needs analysis Mid-Career Professionals
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Dustin H

Series 65

Plainfield, IN

SunRift Capital Partners LLC

Dustin Hunter is the principal of SunRift Capital Partners LLC and holds a Series 65 designation with 14 years of industry experience. His prior work includes roles at Legacy Wealth Management and various independent capacities since 2015. Outside of his advisory role, he is involved as a managing member of Granite Park Capital and works as an insurance agent with Retirement Income Consultants. SunRift Capital Partners is an independent investment adviser serving primarily individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary asset management, financial planning, and educational seminars, employing fundamental, technical, and cyclical analysis to tailor investment programs to clients’ goals and risk tolerance.

Social Security optimization General tax planning Retirement income strategy
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John A

CFP®, Series 66

Plainfield, IN

AFP Group, LLC

John Anderson is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at AFP Group, LLC. He has led Anderson Financial Planning Group, LLC since 2012. In addition to his advisory role, he works as a traditional insurance agent. AFP Group, LLC provides financial planning and portfolio management services to individuals, trusts, estates, foundations, and small businesses, with a specialization in packaged retirement-plan services for employers. The firm employs a long-term, diversified investment approach and offers employer-focused financial education, including no-cost workshops and individual employee counseling.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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