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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-2024
- Office Locations
- 1
Office Locations
About Benham Advisory Group
Benham Advisory Group is a Greenwood, Indiana-based advisory firm delivering personalized financial planning and investment management for individuals and families, with a strong focus on federal retirement planning (FERS/CSRS and Thrift Savings Plan). The firm coordinates retirement, insurance, estate and tax services (tax handled separately), and builds diversified portfolios using ETFs and mutual funds, supported by eMoney planning and Schwab client access plus Nitrogen/Riskalyze risk profiling.
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Owner & Executives
Kyle Benham
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7329713
- Ownership
- 50% but less than 75%
Logan Andrew Benham
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7170272
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,375,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,375,000 | -- |
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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 |
| Other | Available | Available |
| Total | Available | Available |
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