| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Douglas Benold Control | Co-Owner And Chief Compliance Officer | Over 75% | 2022 |
| Stephen Douglas Benold | President | Under 5% | 2005 |
Benold Financial Planning Inc. reports $126.1 million in regulatory assets under management on its Form ADV.
Benold Financial Planning Inc. reports 2 employees.
Benold Financial Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 512-818-1800 |
| Fax | NONE |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $113.6M |
| Non-discretionary | $12.4M |
| Total (RAUM) | $126.1M |