PPrivate Fund Data Log in Join · $37/mo

Benedict Financial Advisors, Inc.

● SEC registered since 2013CRD 116690SEC# 801-77715Atlanta, GA
Export (members)
Reg. AUM
$475M
Employees
7
Accounts
729
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 $475 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/benedictfinancialView on SEC.gov ↗

Benedict Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Mark Alan Beaver ControlManaging Partner/Chief Compliance Officer50-75%2012
Travis Matthew James ControlManaging Partner50-75%2007

Frequently asked questions

How much does Benedict Financial Advisors, Inc. manage?

Benedict Financial Advisors, Inc. reports $475 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

Address6000 Lake Forrest Drive, Suite 550, Atlanta, GA 30328-5901
Phone770-671-8228
Fax770-671-0232
Office hours8:30 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$475M
Non-discretionary$0
Total (RAUM)$475M