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SJBenen Advisory, LLC

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Client assets under management

$361,774,569

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Clients

139

35% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

70

High

Average account size

$2,602,695

About

SJBenen Advisory serves individuals—including high-net-worth clients—along with small businesses, pension and profit-sharing plans, and nonprofit organizations, providing portfolio management, financial planning, and ERISA plan advisory (including solo 401(k)s). Like many peers, the firm also offers hourly financial planning and delivers a regular client newsletter called “The Benen Report.”

The firm uses a tiered management framework (passive, long-only active, and long-short active) and documents client objectives and constraints in an Investment Policy Statement to guide discretionary trading and asset allocation. Its methods include fundamental, technical, cyclical and quantitative analysis, and clients can be positioned in strategies that range from low-turnover index exposures to strategies that employ leverage, margin, options, futures and short-selling.

Distinctive features disclosed in the brochure include a regular subscription newsletter and the explicit use of borrowing and derivatives within separately managed accounts—naked option writing, short sales, margin transactions, leveraged ETFs and futures are part of its long-short offering, which is less common among similarly sized advisory firms. The firm manages all assets internally (it does not select third-party advisers), requires certain custodians for managed accounts, and oversees roughly $400 million in discretionary assets with a small advisory team.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Active portfolio management Options & derivatives strategies Passive / index investing

Fee options

Percentage

$50,000 - $249,999: 0.25% - 0.50% (Passive Management) $250,000 - $2,499,999: 0.50% - 1.00% (Long-Only Active Management) $2,500,000+: 1.00% - 1.50% (Long-Short Active Management)

Project-based

$150 - $500 per hour for financial planning services

Subscriptions

No fee currently charged for newsletter subscription

Other

Account minimum: $50,000 for passive management; $250,000 for long-only active management; $2,500,000 for long-short active management (minimums may be waived at firm's discretion)

Main office location

SJBenen Advisory, LLC

Durham NC, United States

Number of offices

1

Most active in

More info

California · Florida · Massachusetts · Nebraska · New Jersey · New York · North Carolina · Texas · Virginia

Disclosures

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

Business activities & affiliations

More info

Forms ADV

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

Quick links

LinkedIn Website (919) 251-9270

Advisors at this firm

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Daniel T

Series 65

East Brunswick, NJ

SJBenen Advisory, LLC

Daniel Trub is a Series 65-licensed financial advisor at SJBenen Advisory, LLC with seven years of industry experience. Prior to his advisory career, he served in the United States Navy for eleven years. SJBenen Advisory serves individual and high-net-worth clients, small-business retirement plans, pension/profit-sharing plans, and select nonprofit organizations by providing discretionary portfolio management, financial planning, and ERISA-plan investment advisory services. The firm employs a range of investment strategies including fundamental, technical, cyclical, and quantitative analysis, and offers client portfolios tailored to risk tolerance with options to include complex strategies such as borrowing and derivatives.

Active portfolio management Options & derivatives strategies Passive / index investing
user avatar

Samson B

Series 65

Durham, NC

SJBenen Advisory, LLC

Samson Benen is a financial advisor at SJBenen Advisory, LLC in Durham, NC, holding a Series 65 designation with nine years of industry experience. He has been with SJBenen Advisory since 2016. SJBenen Advisory serves individual and high-net-worth clients, small-business retirement plans, pension/profit-sharing plans, and select nonprofit organizations, offering discretionary portfolio management, financial planning, and ERISA-plan investment advisory services. The firm employs a range of investment strategies across passive, long-only active, and long-short active tiers, using fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory, and manages assets in-house with the option for clients to exclude complex strategies.

Active portfolio management Options & derivatives strategies Passive / index investing
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