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.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$26.2MItem 5.F on the latest filing (2024-10-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

6

Individual clients

0

High net worth clients

0

CRD

314535

Filings on the tape

1

First filed

Oct 16, 2024

Latest filed

Oct 16, 2024

Organised

Limited Liability Company, IA

Website

benchfn.com

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Michael Lee Dunlop left Benchmark Financial for Ignite Financial (registered 2022-11-02)

  Form ADVobserved 4 days ago
• Occurred

  Aug 29, 2022
  Advisor changed firm

  Travis Michael Martinek left Benchmark Financial for Avantax Planning Partners, Inc. (registered 2022-09-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4e576d32-a0ca-f3dd-e40e-b75918d247cd

First observed

Oct 16, 2024

Last observed

Oct 16, 2024 23 months 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.