Benedetti Financial, Inc.
State-registered
Investment Adviser · Small ($100M–$1B)
CRD 134598
· Santa Maria, CA
· WWW.BENEDETTICPA.COM
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $114M
- Discretionary
- $4.5M
- Clients
- 600
- Avg AUM / client
- $191K
- Accounts
- 1,065
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $4.4M | 3.85% |
| Charitable organizations | Fewer than 5 clients | $66.3K | 0.06% |
| Other investment advisers | 575 | $110M | 96.1% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Trent Joseph Benedetti | Registered representative | CFP | Aug 2001 (25y) | |
| Christie L Benedetti | Registered representative | Apr 2014 (12y) |
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 | 1.09 MB | 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
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $114M (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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗