CRD: 175099
Capital Benchmark Partners, LLC
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- Custodian
- Charles Schwab & Company · Matrix Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Quantum matrixFrontier +more
- Established Date
- 04-07-2015
- Office Locations
- 1
Office Locations
About Capital Benchmark Partners, LLC
Capital Benchmark Partners is an Atlanta-based, fee-only RIA led by CFP professionals providing fiduciary financial planning and tax-aware investment management. The team builds and trades portfolios, harvests gains/losses, coordinates with clients’ CPAs, and designs/implements employer retirement plans (401(k), SEP, SIMPLE, pensions). Custodied at Schwab and TD Ameritrade; serves clients nationwide, including US SSN holders abroad.
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Owner & Executives
HAO MY NGO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5544291
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,403,366 | -- |
| Non-Discretionary | $3,930,070 | -- |
| Total | $56,333,436 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,333,436
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $855,089,914 | 10.0% |
| Equity - Exchange | $3,565,724,941 | 41.7% |
| Cash | $4,130,084,284 | 48.3% |
| Total | $8,550,899,139 | 100.0% |