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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-1973
- Office Locations
- 2
Office Locations
About Benin Management Corp
Benin Management Corp is a Wilton, CT investment adviser serving retail and institutional clients, managing corporate, personal, trust, and retirement accounts. Portfolios are customized using stocks, bonds, ETFs, and options strategies such as covered calls. The firm emphasizes direct, relationship-driven management and offers planning support including tax and insurance/charitable planning; custody commonly at Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER ALAN BENIN MR.
Chief Executive Officer, Chief Investment Officer, President
- CRD
- #4653789
- Ownership
- 75% or more
KAREN SUTTON BENIN
Chief Compliance Officer
- CRD
- #5785972
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $659,181,861 | $514,798 |
| Non-Discretionary | $0 | -- |
| Total | $659,181,861 | $514,798 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | 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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