Benedict Financial Advisors, Inc.
Benedict Financial Advisors, Inc. is an SEC-registered wealth manager in Atlanta, GA with $529.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Benedict Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116690, SEC 801-77715, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $529.4M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 7
- Clients
- 321
- CRD
- 116690
- Ownership
- BENEDICT, PHILIP, C; BEAVER, MARK, ALAN; JAMES, TRAVIS, MATTHEW
How much AUM does Benedict Financial Advisors, Inc. have?
Benedict Financial Advisors, Inc. reported $529.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Benedict Financial Advisors, Inc.?
Disclosed owners and executives of Benedict Financial Advisors, Inc. include BENEDICT, PHILIP, C, BEAVER, MARK, ALAN, JAMES, TRAVIS, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.