Benchmark Capital Group Ltd.

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Client assets under management

$173,485,698

Clients

166

32% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,045,095

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

Financial planning Portfolio management

Expertise

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed quarterly fee for asset management services may be negotiated based on assets to be managed.

Percentage

Up to 1.0% annually (negotiable, maximum 1.0%)

Project-based

Financial planning and consulting services at $85 per hour, negotiable.

Other

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.

Main office location

Benchmark Capital Group Ltd.

228 N. Bench Street

Galena IL 61036, United States

Number of offices

Most active in

Illinois · Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 815-777-0600

Advisors at this firm

David S

CFP®, Series 63, Series 65

Galena, IL

Benchmark Capital Group Ltd.

David Swisher is a CFP® with 28 years of industry experience and has been with Benchmark Capital Group Ltd. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in tax preparation and consulting through Academy Advisors Ltd. and serves as trustee on his spouse’s living trust and her irrevocable life insurance trust. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm customizes strategies based on client objectives and risk tolerance, employing various analytical methods and trading strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k)

Richard H

Series 63, Series 65

Galena, IL

Benchmark Capital Group Ltd.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. with 26 years of industry experience. He has held his current role since 2012 and holds Series 63 and Series 65 designations. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and trading strategies tailored to client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside modular financial planning and retirement plan consulting.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k)

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