CRD: 116690
Benedict Financial Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Broadridge ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-15-2004
- Office Locations
- 2
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.
Reported data analysis
What the numbers show
Between March 13, 2025 and September 3, 2026, reported AUM increased 11.5%, from $475.0M to $529.4M.
Across 5 reported observations, AUM increased 21.3% between March 16, 2022 and September 3, 2026, from $436.3M to $529.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 321 clients, or 64.2 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 2 reported office locations and 22 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
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
SMA allocation detail is available
Benedict Financial Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Benedict Financial Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.