$333.1M Total AUM
$309.4M Disc. AUM
13.2% 3Y CAGR
3 Employees
321 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 02-02-1998
- Office Locations
- 2
Office Locations
4920 Forest Hills Road Loves Park IL
6845 Weaver Road Ste. 300 Rockford IL
About Dibenedetto & Associates LTD
DIBENEDETTO & Associates Ltd is an Illinois-based RIA serving retail and institutional clients with financial planning, estate and tax planning, retirement plan and insurance guidance, plus portfolio construction focused on asset allocation using primarily mutual funds and ETFs. Custody relationships include Charles Schwab and TIAA; offices in Loves Park and Rockford.
Team overview
47 AVG AGE
$111.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
18 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Atlas Crest Crest
Custodian
Vertex
Investment Themes
Oak pathway Matrix beacon
Investment Vehicles
Legacy horizon
Services
Radial element North Glacier Wave pioneer Capital Unison legacy Focus ridge
Technology
Meridian
Owner & Executives
CHARLES JOSEPH DIBENEDETTO
Owner, President
- CRD
- #1069468
- Ownership
- 25% but less than 50%
(607) 773-8063
element.alpha@deltacapital.com
in linkedin.com/in/glacier-element
J
JEFFREY CHARLES DIBENEDETTO
Owner, VICE PRESIDENT
- CRD
- #3036881
- Ownership
- 25% but less than 50%
(912) 649-1113
legacy.ember@momentumcapital.com
in linkedin.com/in/insight-vital
F
Frontier element
Timber summit eagle
- CRD
- #41464
- Ownership
- 3.7%
(857) 543-7560
fusion.alpha@capitalcapital.com
in linkedin.com/in/optima-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,374,840 | $489,517 |
| Non-Discretionary | $23,678,645 | $2,959,831 |
| Total | $333,053,485 | $520,396 |
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Separately Managed Accounts
Total SMA Asset: $333,053,485
Public Funds:
48.6% Equity - Exchange:
36.8% Cash:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $562,750,274 | 48.6% |
| Equity - Exchange | $426,115,434 | 36.8% |
| Cash | $169,056,666 | 14.6% |
| Total | $1,157,922,374 | 100.0% |