Benchmark Financial, Llc
- Regulatory AUM
- $132M
- Discretionary
- $132M
- Clients
- 90
- Avg AUM / client
- $1.5M
- Accounts
- 348
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $11.1M | 8.46% |
| High net worth individuals | 65 | $120M | 91.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Kuhnle Brothers, Inc. 401(k) Plan & Trust Kuhnle Brothers Trucking, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Christopher Jakotowicz | Registered representative | CFP CFA | Jun 2018 (8y) | |
| Jacob Dorsey Weaver | Registered representative | Jun 2022 (4y) | ||
| Caleb Lee Ray | Registered representative | Jul 2024 (2y) | ||
| Ian G Pass | Registered representative | CFA | Jun 2026 (0y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Kuhnle Brothers, Inc. 401(k) Plan & Trust | Kuhnle Brothers Trucking, Inc. | 179 | $5.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/08/2026 | 905 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
Custody
Reported custodians
- Charles Schwab & Co. $126M (95% of AUM) Jan 2026
- Apex Clearing $4.8M (5% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jan 08, 2026.
View current Form ADV (SEC/IAPD) ↗