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Sjbenen Advisory, LLC

● SEC registered since 2020CRD 283153SEC# 801-119419
Export (members)
Reg. AUM
$399.9M
Employees
2
Accounts
398
Location

Sjbenen Advisory, LLC assets under management

Sjbenen Advisory, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2020. It reports $399.9 million in regulatory assets under management and employs 2 people.

Sjbenen Advisory, LLC owners & executives

1 reported
NameTitleOwnershipSince
Samson Julius Benen ControlManaging Member & Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Sjbenen Advisory, LLC manage?

Sjbenen Advisory, LLC reports $399.9 million in regulatory assets under management on its Form ADV.

How many employees does Sjbenen Advisory, LLC have?

Sjbenen Advisory, LLC reports 2 employees.

Does Sjbenen Advisory, LLC disclose fund performance?

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

Contact & registration

Phone(919) 251-9270
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$399.9M▲ 22%
Mar '25 — $328.5MApr '25 — $328.5MMay '25 — $328.5MJun '25 — $328.5MJul '25 — $328.5MAug '25 — $328.5MSep '25 — $328.5MOct '25 — $328.5MNov '25 — $328.5MDec '25 — $328.5MJan '26 — $328.5MFeb '26 — $328.5MMar '26 — $399.9MApr '26 — $399.9MMay '26 — $399.9MJun '26 — $399.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$399.9Mregulatory AUM
Discretionary $399.9M