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- Custodian
- Broadridge ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- TimberCapital +more
- Established Date
- 01-15-2004
- Office Locations
- 1
Office Locations
About Benedict Financial Advisors, Inc.
Benedict Financial Advisors, Inc. is an independent, privately owned Atlanta RIA (founded 1980) providing fee-based investment management and retirement income planning for select individuals and families. The team includes CFP professionals operating as fiduciaries and emphasizes simple, long-term portfolio construction. Public filings show ETF-centric discretionary portfolios, with custody through LPL Financial.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
MARK ALAN BEAVER
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #4509070
- Ownership
- 50% but less than 75%
TRAVIS MATTHEW JAMES
Managing Partner
- CRD
- #4297837
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Robert John Hamill
Financial Advisor
- CRD
- #6557170
JAMES ROCKE SENKBEIL
Certified Financial Planner
- CRD
- #714049
Prime foundation
Matrix harbor
- CRD
- #94378
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $529,382,185 | $731,191 |
| Non-Discretionary | $0 | -- |
| Total | $529,382,185 | $731,191 |
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Separately Managed Accounts
Total SMA Asset: $529,382,185
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,559,262,394 | 38.4% |
| Public Funds | $1,512,897,300 | 22.7% |
| Cash | $1,512,897,300 | 22.7% |
| U.S. Government/Agency | $1,079,688,823 | 16.2% |
| Total | $6,664,745,817 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER MOMENTUM FOCUS | MERIDIAN OPTIMA | 9CZ6MMQ3T | JGOBD | 8.43% | $116,088,906 |
| FOUNDATION RADIAL | QUANTUM VERTEX | F1R03CQ3H | LZSNB | 10.02% | $83,002,163 |
| FRONTIER OAK MATRIX | INSIGHT VECTOR | 7BERAX05B | TVKDL | 2.34% | $31,444,287 |
| PEAK PIONEER TIMBER | QUANTUM VECTOR | QPH6AXIRJ | ESKC | 7.90% | $25,058,681 |
| LEGACY VITAL | MERIDIAN RADIAL | EGUOKRSC0 | DUIV | 7.12% | $63,993,720 |
| EAGLE TIMBER OAK | DELTA FOCUS | W27O18QA7 | WPSL | 10.39% | $66,546,351 |
| QUANTUM OAK VERTEX | NORTH PIONEER | CEDS0WUY2 | QJROZ | 9.57% | $42,711,612 |
| SIGNAL LEGACY | NORTH EAGLE | L4O3UFL41 | ODUHF | 10.99% | $92,858,930 |