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Benchmark Investment Advisors LLC

● SEC registered since 2012CRD 159705SEC# 801-73022Chicago, IL
Export (members)
Reg. AUM
$329.2M
Employees
6
Accounts
126
Location
Chicago, IL

Benchmark Investment Advisors LLC assets under management

Benchmark Investment Advisors LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2012. It reports $329.2 million in regulatory assets under management and employs 6 people.

Benchmark Investment Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Jamie Anthony Tebbe ControlCco50-75%2017
John Patrick Swift ControlCeo50-75%2011

Frequently asked questions

How much does Benchmark Investment Advisors LLC manage?

Benchmark Investment Advisors LLC reports $329.2 million in regulatory assets under management on its Form ADV.

How many employees does Benchmark Investment Advisors LLC have?

Benchmark Investment Advisors LLC reports 6 employees.

Where is Benchmark Investment Advisors LLC located?

Benchmark Investment Advisors LLC is based in Chicago, IL and has been SEC-registered since 2012.

Does Benchmark Investment Advisors LLC disclose fund performance?

Benchmark Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address180 N Stetson Ave., Ste 1990, Chicago, IL 60601
Phone312-552-9595
Fax312-552-7161
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$329.2M▲ 8%
Mar '25 — $305.3MApr '25 — $305.3MMay '25 — $305.3MJun '25 — $305.3MJul '25 — $305.3MAug '25 — $305.3MSep '25 — $305.3MOct '25 — $305.3MNov '25 — $305.3MDec '25 — $305.3MJan '26 — $305.3MFeb '26 — $305.3MMar '26 — $329.2MApr '26 — $329.2MMay '26 — $329.2MJun '26 — $329.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$329.2Mregulatory AUM
Discretionary $329.2M