Benold Financial Planning Inc.
● SEC registered since 2025CRD 134258SEC# 801-132320
Reg. AUM
$139.1M
Employees
2
Accounts
184
Location
—
Benold Financial Planning Inc. assets under management
Benold Financial Planning Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $139.1 million in regulatory assets under management and employs 2 people.
Benold Financial Planning Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Douglas Benold Control | Co-Owner And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Benold Financial Planning Inc. manage?
Benold Financial Planning Inc. reports $139.1 million in regulatory assets under management on its Form ADV.
How many employees does Benold Financial Planning Inc. have?
Benold Financial Planning Inc. reports 2 employees.
Does Benold Financial Planning Inc. disclose fund performance?
Benold Financial Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 512-818-1800 |
| Fax | NONE |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.1M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$139.1Mregulatory AUM
Discretionary $124.3MNon-discretionary $14.7M