CRD: 109766
Robert L. Bender, Inc. DBA Robert Bender & Associates
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-1978
- Office Locations
- 1
Office Locations
About Robert L. Bender, Inc. DBA Robert Bender & Associates
Robert Bender & Associates is a California-based, SEC-registered investment manager founded in 1972 serving high net worth individuals and small institutions. The firm manages equity and balanced portfolios for capital appreciation across U.S. and international markets, including a dedicated growth stock strategy, and offers a range of investment solutions tailored to client accounts. Member of the ICAA.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT LLOYD BENDER
Chief Executive Officer, Investment Advisor
- CRD
- #4372711
- Ownership
- 75% or more
REED GAVIN BENDER
President, Secretary
- CRD
- #4650588
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JAMES ROBERT PATRICK
--
- CRD
- #6184454
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $510,925,781 | $1,485,249 |
| Non-Discretionary | $0 | -- |
| Total | $510,925,781 | $1,485,249 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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