$139.1M Total AUM
$124.3M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Quantum northPathway +more
- Established Date
- 06-27-2019
- Office Locations
- 2
Office Locations
130 N. Preston Road Prosper TX
-- Georgetown TX
About Benold Financial Planning
Benold Financial Planning is a Texas-based RIA providing comprehensive financial planning for physicians and other individuals/families, including tax, estate, retirement, college, and insurance planning. Portfolios emphasize asset allocation and risk management, implemented largely with ETFs and mutual funds, with socially responsible options; custody includes Schwab and Fidelity/NFS.
Team overview
54 AVG AGE
$69.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Pioneer Element ridge
Client Personas
Optima capital Timber matrix Vital unison
Custodian
Vital eagle Frontier catalyst
Investment Themes
Beacon frontier Insight Pathway pioneer Unison north
Investment Vehicles
Crest ridge
Services
Frontier crest Oak Vital focus Radial eagle Ridge quantum Focus Wave insight Vital timber Atlas vital Element
Technology
Zenith optima Atlas catalyst Pathway momentum Delta value
Owner & Executives
Jordan Douglas Benold
Chief Compliance Officer, Co-Owner, Investment Advisor
- CRD
- #7138759
- Ownership
- 75% or more
(691) 445-7563
wave.atlas@beaconcapital.com
in linkedin.com/in/momentum-bridge
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Unlock allContacts
STEPHEN DOUGLAS BENOLD
Certified Financial Planner
- CRD
- #4914261
(868) 671-1362
insight.frontier@meridiancapital.com
in linkedin.com/in/vertex-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,339,465 | $731,409 |
| Non-Discretionary | $14,710,963 | $1,050,783 |
| Total | $139,050,428 | $755,709 |
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Separately Managed Accounts
Total SMA Asset: $139,050,428
Equity - Exchange:
36.6% Public Funds:
53.5% Cash:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,351,825,288 | 36.6% |
| Public Funds | $1,976,028,769 | 53.5% |
| Cash | $365,657,660 | 9.9% |
| Total | $3,693,511,717 | 100.0% |