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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

L. K. BENSON & COMPANY, P.C.

CRD 107908

TIMONIUM, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0381f1dd-c3f4-9ab5-958c-cab2276f81a3

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 27, 2012 to Jul 30, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $446MItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $400M
Private client RAUM: $446MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $223Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 467
Individual clients: 28
High net worth clients: 75
Custody, client assets: $19.8M
SEC number: 801-48099
CIK: 2055235
CRD: 107908
Filings on the tape: 25
First filed: Mar 27, 2012
Latest filed: Jul 30, 2026
Organised: Corporation, MD
Website: lkbenson.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LYLE KRAUS BENSON	Certified Financial Planner\|Personal Financial Specialist	TIMONIUM, MD	13	31	n/a	no
CHRISTOPHER DAVID BENSON	Personal Financial Specialist	TIMONIUM, MD \| JARRETSVILLE, MD	13	17	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENSON, CHRISTOPHER, DAVID	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	B	yes	12/2019	Mar 29, 2019	Mar 14, 2024
BENSON, LYLE, KRAUS	President	E	yes	11/1994	Mar 27, 2012	Mar 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHRISTOPHER D. BENSON	n/a	n/a	n/a	N	yes	n/a
LYLE K. BENSON, JR.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$446M	$400M	9	2	1	n/a	n/a
2024	Mar 21, 2025	$369M	$322M	9	2	1	n/a	n/a
2023	Mar 14, 2024	$277M	$243M	9	2	1	n/a	n/a
2022	Mar 28, 2023	$258M	$229M	9	2	0	n/a	n/a
2021	Mar 28, 2022	$237M	$231M	9	2	0	n/a	n/a
2020	Mar 30, 2021	$190M	$190M	9	2	0	n/a	n/a
2019	Mar 29, 2020	$164M	$164M	10	2	0	n/a	n/a
2018	Mar 29, 2019	$321M	$235M	10	4	0	n/a	n/a
2017	Mar 27, 2018	$272M	$238M	8	3	0	n/a	n/a
2016	Mar 23, 2017	$218M	$0	8	3	n/a	n/a	n/a
2015	Mar 18, 2016	$219M	$0	8	3	n/a	n/a	n/a
2014	Mar 19, 2015	$222M	$0	6	3	n/a	n/a	n/a
2013	Mar 24, 2014	$201M	$0	5	3	n/a	n/a	n/a
2012	Mar 22, 2013	$206M	$0	4	3	n/a	n/a	n/a
2011	Mar 27, 2012	$174M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$446M	$369M	20.9%	$258M	20.0%	9	9	1	1

Relationships

Registered with (2)

← CHRISTOPHER DAVID BENSONAdvisorregistration: current employment
Jun 18, 2013 to presentfactForm ADV
← LYLE KRAUS BENSONAdvisorregistration: current employment
Jan 14, 2013 to presentfactForm ADV

Controls (2)

← BENSON, LYLE, KRAUSOwnerPRESIDENT, ownership code E, individual
Mar 27, 2012 to Mar 14, 2024factForm ADV
← BENSON, CHRISTOPHER, DAVIDOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 29, 2019 to Mar 14, 2024factForm ADV

Dated events

Occurred
Mar 29, 2020
Regulatory AUM changed
L. K. Benson & Company, P.C. reported RAUM $164.4M, down 49% from $320.5M (2019-07-11 to 2020-03-29)
Form ADVobserved 6 days ago
$-156M
Occurred
Mar 29, 2019
Control person joined
David Christopher Benson (Principal And Shareholder) appeared on Schedule A of L. K. Benson & Company, P.C.
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0381f1dd-c3f4-9ab5-958c-cab2276f81a3
First observed: Mar 27, 2012
Last observed: Jul 30, 2026 53 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

L. K. BENSON & COMPANY, P.C.

CRD 107908

TIMONIUM, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0381f1dd-c3f4-9ab5-958c-cab2276f81a3

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LYLE KRAUS BENSON

Certified Financial Planner|Personal Financial Specialist

TIMONIUM, MD

n/a

CHRISTOPHER DAVID BENSON

Personal Financial Specialist

TIMONIUM, MD | JARRETSVILLE, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENSON, CHRISTOPHER, DAVID

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

12/2019

Mar 29, 2019

Mar 14, 2024

BENSON, LYLE, KRAUS

President

yes

11/1994

Mar 27, 2012

Mar 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHRISTOPHER D. BENSON

n/a

yes

n/a

LYLE K. BENSON, JR.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$446M

$400M

n/a

2024

Mar 21, 2025

$369M

$322M

n/a

2023

Mar 14, 2024

$277M

$243M

n/a

2022

Mar 28, 2023

$258M

$229M

n/a

2021

Mar 28, 2022

$237M

$231M

n/a

2020

Mar 30, 2021

$190M

n/a

2019

Mar 29, 2020

$164M

n/a

2018

Mar 29, 2019

$321M

$235M

n/a

2017

Mar 27, 2018

$272M

$238M

n/a

2016

Mar 23, 2017

$218M

n/a

2015

Mar 18, 2016

$219M

n/a

2014

Mar 19, 2015

$222M

n/a

2013

Mar 24, 2014

$201M

n/a

2012

Mar 22, 2013

$206M

n/a

2011

Mar 27, 2012

$174M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$446M

$369M

20.9%

$258M

20.0%