Benedict Financial Advisors, Inc.
- Regulatory AUM
- $529M
- Discretionary
- $529M
- Clients
- 321
- Avg AUM / client
- $1.6M
- Accounts
- 724
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 153 | $71.0M | 13.4% |
| High net worth individuals | 162 | $448M | 84.7% |
| Pension and profit sharing plans | 1 | $7.3M | 1.38% |
| Charitable organizations | 5 | $2.6M | 0.5% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Travis Matthew James | Managing Partner | CFP | May 2004 (22y) | 50% – 75% |
| Mark Alan Beaver | Managing Partner/Chief Compliance Officer | CFP | Jan 2005 (22y) | 50% – 75% |
| Ashley Armstrong Thompson | Registered representative | CFP | Feb 2008 (19y) | |
| James Rocke Senkbeil | Registered representative | Mar 2021 (6y) | ||
| Robert John Hamill | Registered representative | CFP Chartered Financial Consultant | Jul 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- LPL Financial $529M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 03, 2026.
View current Form ADV (SEC/IAPD) ↗