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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalUnison +more
- Established Date
- 10-08-2024
- Office Locations
- 1
Office Locations
About Benari Capital, LLC
Benari Capital, LLC is an RIA delivering holistic financial planning and investment management for Jewish leaders, clergy and nonprofit professionals, integrating tax and estate planning, compensation and parsonage tax efficiency, insurance, and charitable giving. Portfolios include public-market vehicles such as ETFs and mutual funds and are custodied at Charles Schwab. The firm’s approach is shaped by its founder’s two decades as a Cantor and pastoral counselor.
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Owner & Executives
Benjamin Ari Tisser
Chief Compliance Officer, Managing Member, Principal
- CRD
- #7965117
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Simon Yitzchak Schultz
--
- CRD
- #7219007
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,067,981 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,067,981 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,067,981
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $269,026,158 | 17.8% |
| Cash | $444,346,575 | 29.4% |
| Municipal Bonds | $383,891,259 | 25.4% |
| Other | $311,344,879 | 20.6% |
| Equity - Exchange | $102,774,038 | 6.8% |
| Total | $1,511,382,909 | 100.0% |