$446.2M Total AUM
$400.2M Disc. AUM
-- 3Y CAGR
9 Employees
133 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- ElementCrest momentum +more
- Established Date
- 12-23-1994
- Office Locations
- 1
Office Locations
9690 Deereco Road Suite 430 Timonium MD
About L. K. Benson & Company, P.c.
L.K. Benson & Company, P.C. is a Timonium, MD RIA founded in 1994 that pairs comprehensive financial planning with in-house tax preparation and ongoing tax planning. The CPA/PFS- and CFP-led team provides investment monitoring and portfolio construction for individuals and business owners/entrepreneurs, primarily using ETFs and mutual funds. Custody includes Charles Schwab; reporting via Black Diamond.
Team overview
53 AVG AGE
$223.1M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
13.3 yrs AVG TENURE
9 Employees
2 Advisory Reps
2 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Summit eagle Focus optima Glacier
Client Personas
Wave matrix Foundation
Custodian
Prime Ember
Investment Themes
Ridge signal Harbor crest Legacy
Investment Vehicles
Pathway
Platform
Ridge matrix
Services
Timber element Signal Eagle glacier Quantum Insight momentum Matrix radial
Technology
Insight pioneer Signal catalyst Oak
Owner & Executives
L
LYLE KRAUS BENSON
President
- CRD
- #4363773
- Ownership
- 75% or more
(950) 932-6844
optima.optima@pathwaycapital.com
in linkedin.com/in/zenith-fusion
C
CHRISTOPHER DAVID BENSON
Chief Compliance Officer, Principal
- CRD
- #6199681
- Ownership
- 10% but less than 25%
(724) 522-4195
legacy.legacy@primecapital.com
in linkedin.com/in/unison-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $400,194,856 | $909,534 |
| Non-Discretionary | $46,037,268 | $1,705,084 |
| Total | $446,232,124 | $955,529 |
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Separately Managed Accounts
Total SMA Asset: $446,232,124
Public Funds:
36.1% Cash:
14.9% Equity - Exchange:
49.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,081,836,578 | 36.1% |
| Cash | $1,272,004,571 | 14.9% |
| Equity - Exchange | $4,183,102,280 | 49.0% |
| Total | $8,536,943,429 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL ATLAS | CAPITAL EAGLE | L4IY982XD | JIB | 10.72% | $69,536,558 |
| ELEMENT CATALYST GLACIER | VALUE QUANTUM | 1O76QWC07 | DWH | 1.24% | $105,816,353 |
| BRIDGE MERIDIAN MOMENTUM | GLACIER BEACON | IDODOHNW3 | KGULY | 10.38% | $43,479,807 |
| VITAL ZENITH FUSION | OAK MERIDIAN | KM4XXY9SP | QTU | 6.88% | $4,677,075 |
| ZENITH OPTIMA | VITAL OPTIMA | 88XA0TGJX | HHRK | 4.02% | $64,968,000 |
| EMBER MERIDIAN ELEMENT | FRONTIER INSIGHT | BKYGS81EB | PMBNI | 1.95% | $38,927,331 |
| FUSION ELEMENT RADIAL | PEAK FOUNDATION | 6US5CUK9W | FETU | 5.84% | $75,354,858 |
| UNISON GLACIER EAGLE | CREST ATLAS | NJ4WHMKBT | JRKNH | 4.07% | $60,857,765 |