Benchmark Capital Group Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$173,620,326
Total clients
166
32% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$1,045,906
About
Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients (including high-net-worth clients) as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, modular financial planning and consulting, and ongoing retirement plan consulting for employer-sponsored plans.
The firm customizes strategies based on client objectives and risk tolerance, using model portfolios and ongoing monitoring to rebalance accounts as conditions change. Its stated methods include fundamental, technical, charting and cyclical analysis, and it implements a wide range of trading strategies — including long- and short-term positions, option writing, short sales and margin transactions — when appropriate for client mandates.
Compared with many small advisory firms, Benchmark operates with a two-advisor team overseeing a sizable asset base and is affiliated with an accounting and tax-preparation firm it routinely recommends, a relationship that creates a potential referral conflict of interest. The firm directs custody and trade execution to institutional custodians that provide ancillary services to the adviser (available when clients’ assets meet a collective threshold) and uses standing letters of authorization and limited custody arrangements, features that prospective clients may want to review alongside standard custody and brokerage practices.
Client services
Fee options
Fixed quarterly fee for asset management services may be negotiated based on assets to be managed.
Up to 1.0% annually (negotiable, maximum 1.0%)
Financial planning and consulting services at $85 per hour, negotiable.
Account minimum: $150,000 Fee-only: Asset management fees up to 1.0% annually, prorated and paid quarterly in arrears, negotiable; Financial planning hourly fee $85 per hour; Fixed quarterly fee for asset management may be negotiated.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Benchmark Capital Group Ltd.
228 N. Bench Street
Galena IL 61036, United States
Number of offices
2
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