Benchmark Capital Group Ltd.
● SEC registered since 2021CRD 123698SEC# 801-120729Galena, IL
Reg. AUM
$173.6M
Employees
3
Accounts
383
Location
Galena, IL
Benchmark Capital Group Ltd. assets under management
Benchmark Capital Group Ltd. operates as an SEC-registered investment adviser based in Galena, IL. The firm has been registered since 2021. It reports $173.6 million in regulatory assets under management and employs 3 people.
Benchmark Capital Group Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David William Swisher Control | President/Chief Compliance Officer | Over 75% | 1995 |
| Kelli L Swisher Control | Secretary & Treasurer | Under 5% | 1995 |
Frequently asked questions
How much does Benchmark Capital Group Ltd. manage?
Benchmark Capital Group Ltd. reports $173.6 million in regulatory assets under management on its Form ADV.
How many employees does Benchmark Capital Group Ltd. have?
Benchmark Capital Group Ltd. reports 3 employees.
Where is Benchmark Capital Group Ltd. located?
Benchmark Capital Group Ltd. is based in Galena, IL and has been SEC-registered since 2021.
Does Benchmark Capital Group Ltd. disclose fund performance?
Benchmark Capital Group Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 228 N. Bench Street, Galena, IL 61036 |
| Phone | 815-777-0600 |
| Fax | 815/777-0661 |
| Office hours | 9-4 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.6M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$173.6Mregulatory AUM
Discretionary $169.8MNon-discretionary $3.8M