Benchmark Financial, LLC
● SEC registered since 2025CRD 297443SEC# 801-131977Wilmington, DE
Reg. AUM
$131.6M
Employees
3
Accounts
348
Location
Wilmington, DE
Benchmark Financial, LLC assets under management
Benchmark Financial, LLC is a registered investment adviser overseen by the SEC based in Wilmington, DE. The firm has been registered since 2025. It reports $131.6 million in regulatory assets under management and employs 3 people.
Benchmark Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Dorsey Weaver Control | Director Of Investment Strategy | Under 5% | 2022 |
| Richard Christopher Jakotowicz Control | Director Of Financial Planning & Cco | Over 75% | 2018 |
Frequently asked questions
How much does Benchmark Financial, LLC manage?
Benchmark Financial, LLC reports $131.6 million in regulatory assets under management on its Form ADV.
How many employees does Benchmark Financial, LLC have?
Benchmark Financial, LLC reports 3 employees.
Where is Benchmark Financial, LLC located?
Benchmark Financial, LLC is based in Wilmington, DE and has been SEC-registered since 2025.
Does Benchmark Financial, LLC disclose fund performance?
Benchmark Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Righter Parkway, Suite 100, Wilmington, DE 19803 |
| Phone | 302-635-9760 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.6M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$131.6Mregulatory AUM
Discretionary $131.6M