B
CRD: 159705
Benchmark Investment Advisors LLC
$329.2M Total AUM
$329.2M Disc. AUM
-- 3Y CAGR
6 Employees
126 ADV. Clients
14 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2012
- Office Locations
- 2
Office Locations
180 N Stetson Ave., STE 1990 Chicago IL
7700 Preston Rd. #403 Frisco TX
About Benchmark Investment Advisors LLC
Benchmark Investment Advisors LLC is a Chicago-based RIA with 2 offices. The firm has been operating for 14 years. Managing $329.2M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS and Pershing.
Team overview
54 AVG AGE
$82.3M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
10.7 yrs AVG TENURE
6 Employees
4 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN PATRICK SWIFT
Chief Executive Officer
- CRD
- #4056303
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JAMIE ANTHONY TEBBE
Chief Compliance Officer, Managing Director
- CRD
- #2897075
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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T
THOMAS PETER WALSHE
Associate
- CRD
- #7414724
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,181,545 | $2,612,552 |
| Non-Discretionary | $0 | -- |
| Total | $329,181,545 | $2,612,552 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Other:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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