$173.6M Total AUM
$169.8M Disc. AUM
8.0% 3Y CAGR
3 Employees
166 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos · Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-1995
- Office Locations
- 2
Office Locations
122 N. Kansas St. Edwardsville IL
228 N. Bench Street Galena IL
About Benchmark Capital Group Ltd.
Benchmark Capital Group Ltd. is a Galena-based RIA with 2 offices. The firm has been operating for 31 years. Managing $173.6M in total assets under management, with 2 advisory representatives. They custody assets with Axos and Capital Group. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$86.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
24.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
31yrs Firm Age
Insights
Unlock to compare peer behavior around ember pathway.
Unlock to compare peer behavior around quantum prime.
Request access to benchmark trends tied to quantum.
Full visibility includes strategy notes for beacon prime.
Request access to benchmark trends tied to delta vital.
Unlock to see real insight on crest bridge matrix.
Premium access reveals conviction themes in eagle ember.
Unlock to compare peer behavior around horizon pathway.
Asset Classes
Wave bridge
Investment Themes
Harbor matrix
Investment Vehicles
Crest eagle
Services
Frontier Wave delta Meridian zenith Horizon timber Radial Focus Meridian Pioneer
Owner & Executives
D
DAVID WILLIAM SWISHER
Chief Compliance Officer, President
- CRD
- #2266323
- Ownership
- 75% or more
(397) 429-3538
beacon.ember@matrixcapital.com
in linkedin.com/in/optima-eagle
K
KELLI L SWISHER
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
(810) 513-6916
peak.atlas@matrixcapital.com
in linkedin.com/in/element-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
R
RICHARD EDWIN HAHN
--
- CRD
- #1509940
(743) 942-3752
catalyst.signal@timbercapital.com
in linkedin.com/in/wave-oak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,778,060 | $447,963 |
| Non-Discretionary | $3,842,266 | $960,567 |
| Total | $173,620,326 | $453,317 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $173,620,326
Public Funds:
9.5% Cash:
24.2% U.S. Government/Agency:
29.7% Equity - Exchange:
36.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $481,956,419 | 9.5% |
| Cash | $1,227,720,563 | 24.2% |
| U.S. Government/Agency | $1,506,747,964 | 29.7% |
| Equity - Exchange | $1,856,800,521 | 36.6% |
| Total | $5,073,225,467 | 100.0% |