Benedict Financial Advisors, Inc.
● SEC registered since 2013CRD 116690SEC# 801-77715Atlanta, GA
Reg. AUM
$529.4M
Employees
7
Accounts
724
Location
Atlanta, GA
Benedict Financial Advisors, Inc. assets under management
Benedict Financial Advisors, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2013. It reports $529.4 million in regulatory assets under management and employs 7 people.
Benedict Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Alan Beaver Control | Managing Partner/Chief Compliance Officer | 50-75% | 2012 |
| Travis Matthew James Control | Managing Partner | 50-75% | 2007 |
Frequently asked questions
How much does Benedict Financial Advisors, Inc. manage?
Benedict Financial Advisors, Inc. reports $529.4 million in regulatory assets under management on its Form ADV.
How many employees does Benedict Financial Advisors, Inc. have?
Benedict Financial Advisors, Inc. reports 7 employees.
Where is Benedict Financial Advisors, Inc. located?
Benedict Financial Advisors, Inc. is based in Atlanta, GA and has been SEC-registered since 2013.
Does Benedict Financial Advisors, Inc. disclose fund performance?
Benedict Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6000 Lake Forrest Drive, Suite 550, Atlanta, GA 30328-5901 |
| Phone | 770-671-8228 |
| Fax | 770-671-0232 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$529.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$529.4Mregulatory AUM
Discretionary $529.4M