Benchmark Investment Advisors LLC
Benchmark Investment Advisors LLC is an SEC-registered wealth manager in Chicago, IL with $329.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Benchmark Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159705, SEC 801-73022, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $329.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 6
- Clients
- 126
- CRD
- 159705
- Ownership
- SWIFT, JOHN, PATRICK; BENCHMARK INVESTMENT ADVISORS LLC; TEBBE, JAMIE, ANTHONY; GENTRY FINANCIAL HOLDINGS GROUP, LLC; ASCHEBROOK, LARRY, L.
How much AUM does Benchmark Investment Advisors LLC have?
Benchmark Investment Advisors LLC reported $329.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Benchmark Investment Advisors LLC?
Disclosed owners and executives of Benchmark Investment Advisors LLC include SWIFT, JOHN, PATRICK, BENCHMARK INVESTMENT ADVISORS LLC, TEBBE, JAMIE, ANTHONY, GENTRY FINANCIAL HOLDINGS GROUP, LLC, ASCHEBROOK, LARRY, L.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.