Benari Capital, LLC

Benari Capital provides investment advisory and financial planning services to individuals (including high‑net‑worth and ultra‑high‑net‑worth households), small businesses, and charitable organizations. The firm’s offerings include ongoing portfolio management with written investment policy statements, financial planning, family office coordination offered under a DBA, separately managed accounts and direct indexing strategies, and a concierge charitable giving advisory.

The firm emphasizes individualized planning and portfolio construction, using a mix of analytical methods (fundamental, quantitative, technical, and modern portfolio theory) and primarily recommending ETFs and mutual funds while also considering alternative and private investments for qualified clients. Benari Capital integrates planning with investment oversight, conducts periodic reviews (at least quarterly), and uses third‑party technology to manage and implement trades in certain held‑away retirement accounts; it also delivers customized SMA/direct‑indexing portfolios through a branded program.

Noteworthy features that distinguish the firm from many peers are its Family Office services delivered as a branded DBA for very large households, a no‑fee charitable advisory service that coordinates with custodian donor‑advised fund platforms, and the firm’s regular educational seminars and workshops (often offered free to attendees). The firm also discloses an affiliation with an insurance agency and licensed insurance professionals, a relationship it identifies and manages as a potential conflict of interest while providing its boutique, branded client services.