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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2007
- Office Locations
- 6
Office Locations
About Benefit Financial Services Group
Benefit Financial Services Group (BFSG) is a boutique investment management firm providing wealth management and financial planning for successful individuals and families, alongside institutional services for retirement plan sponsors and other organizations (e.g., 401(k), profit sharing, defined benefit plans and endowments). The team emphasizes education and sharing the data and rationale behind recommendations, delivering a highly personalized experience as sworn fiduciaries.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ANGELO ALLBEE
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #5411348
- Ownership
- Less than 5%
JOHN CHRISTOPHER CAMPBELL
Co-President, Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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MARK LAYNE BLOM
Managing Director
- CRD
- #1706044
JOHN CHRISTOPHER CAMPBELL
Advisor
- CRD
- #2137874
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,534,792,515 | $671,094 |
| Non-Discretionary | $546,177 | $273,089 |
| Total | $1,535,338,692 | $670,746 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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