PPrivate Fund Data Log in Join · $37/mo

Benchmark Financial, LLC

● SEC registered since 2025CRD 297443SEC# 801-131977Wilmington, DE
Export (members)
Reg. AUM
$100.3M
Employees
3
Accounts
307
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 $100.3 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/benchmarkfgView on SEC.gov ↗

Benchmark Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jacob Dorsey Weaver ControlDirector Of Investment StrategyUnder 5%2022
Richard Christopher Jakotowicz ControlDirector Of Financial Planning & CcoOver 75%2018

Frequently asked questions

How much does Benchmark Financial, LLC manage?

Benchmark Financial, LLC reports $100.3 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

Address2 Righter Parkway, Suite 100, Wilmington, DE 19803
Phone302-635-9760
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.3M
Non-discretionary$0
Total (RAUM)$100.3M