Benchmark Financial, Llc
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 314535
· Cedar Falls, IA
· www.benchfn.com
☆ Save with Pro
ADV data as of Oct 16, 2024
- Regulatory AUM
- $26.2M
- Discretionary
- $0
- Clients
- 6
- Avg AUM / client
- $4.4M
- Accounts
- 6
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $26.2M | 100.0% |
| Other | 0 | $1 | 0.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Travis Michael Martinek | Registered representative | Mar 2023 (3y) | ||
| Kurt Klobassa | Registered representative | Nov 2023 (3y) |
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) | 10/16/2024 | 988 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 16, 2024.
View current Form ADV (SEC/IAPD) ↗