DFX Intelligence

Data Factory

RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

BENCHMARK ADVISORY SERVICES, LLC

CRD 305662

SAN DIEGO, CA

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:5f323da2-1de8-0c9e-1cc1-e0a0e7f11bb1

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 44
Dated events: 32
On other graphs: 0
Observed: Aug 30, 2019 to Jun 30, 2026
34 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: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-06-30); 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
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-117417
CRD: 305662
Filings on the tape: 34
First filed: Aug 30, 2019
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, DE
Website: kingswoodus.com

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
ALSORAIMI, MOHAMED	CHIEF COMPLIANCE OFFICER	Na	yes	12/2020	Jan 4, 2021	Jun 3, 2024
KINGSWOOD HOLDINGS LTD	Shareholder	E	yes	06/2009	Jan 4, 2021	Jun 3, 2024
KINGSWOOD US HOLDINGS, INC.	Member	D	yes	11/2020	Jan 4, 2021	Jun 3, 2024
KINGSWOOD US, LLC	SOLE MEMBER	E	yes	08/2019	Jan 4, 2021	Jun 3, 2024
KW WEALTH GROUP LTD	Shareholder	E	yes	02/2019	Jan 4, 2021	Jun 3, 2024
NESSIM, MICHAEL, HASKEL	Director	Na	yes	08/2019	Aug 30, 2019	Jun 3, 2024
Wilder, Jeremy, Mathew	CHIEF LEGAL/CORPORATE SECRETARY	Na	yes	12/2020	Jan 4, 2021	Jun 3, 2024
MARTIN, DAVID, JAINDL	DIRECTOR OF COMPLIANCE	Na	no	12/2020	Aug 30, 2019	Jun 3, 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
KINGSWOOD WEALTH ADVISORS, LLC	n/a	Bd affiliated wealth	$3.8B	N	yes	n/a
KINGSWOOD CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

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
2023	Jun 3, 2024	$0	$0	2	2	0	n/a	n/a
2022	Mar 30, 2023	n/a	n/a	2	2	0	n/a	n/a
2021	Mar 31, 2022	$273M	$115M	11	9	2	n/a	n/a
2020	Mar 23, 2021	$238M	$96.9M	11	9	2	n/a	n/a
2019	Feb 3, 2020	$12.1M	$2.1M	11	9	1	n/a	n/a

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
2023	$0	n/a	n/a	$238M	n/a	2	2	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KINGSWOOD WEALTH ADVISORS, LLC	2	Feb 28, 2022	Mar 10, 2022	SAN DIEGO, CA	Team lift out	RIA to RIA	25.0%
KINGSWOOD WEALTH ADVISORS, LLC	11	Jan 3, 2022	Jan 26, 2022	SAN DIEGO, CA	Team lift out	RIA to RIA	45.8%
KINGSWOOD WEALTH ADVISORS, LLC	2	Dec 23, 2021	Jan 5, 2022	AMERICAN FORK, UT	Team lift out	RIA to RIA	8.0%

Relationships

Affiliated with (2)

← KINGSWOOD WEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ KINGSWOOD WEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← NESSIM, MICHAEL, HASKELOwnerDIRECTOR, ownership code NA, individual
Aug 30, 2019 to Jun 3, 2024factForm ADV
← ALSORAIMI, MOHAMEDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 4, 2021 to Jun 3, 2024factForm ADV
← Wilder, Jeremy, MathewOwnerCHIEF LEGAL/CORPORATE SECRETARY, ownership code NA, individual
Jan 4, 2021 to Jun 3, 2024factForm ADV
← KINGSWOOD HOLDINGS LTDOwnerSHAREHOLDER, ownership code E, foreign entity
Jan 4, 2021 to Jun 3, 2024factForm ADV
← KINGSWOOD US HOLDINGS, INC.OwnerMEMBER, ownership code D, domestic entity
Jan 4, 2021 to Jun 3, 2024factForm ADV
← KW WEALTH GROUP LTDOwnerSHAREHOLDER, ownership code E, foreign entity
Jan 4, 2021 to Jun 3, 2024factForm ADV

Owns (1)

← MARTIN, DAVID, JAINDLOwnerDIRECTOR OF COMPLIANCE, ownership code NA, individual
Aug 30, 2019 to Jun 3, 2024factForm ADV

Registered with (30)

← TYLER THOMAS BASHAWAdvisorregistration: previous registration
Jul 30, 2021 to Dec 31, 2022factForm ADV
← ASHLEY JO WEBBAdvisorregistration: previous registration
Nov 4, 2019 to Dec 31, 2022factForm ADV
← Scott RothbortAdvisorregistration: previous registration
Jul 29, 2021 to Jul 13, 2022factForm ADV
← MICHAEL HASKEL NESSIMAdvisorregistration: previous registration
Oct 24, 2019 to Jul 13, 2022factForm ADV
← RICHARD S SIMINOUAdvisorregistration: previous registration
Jun 17, 2021 to Jul 13, 2022factForm ADV
← DAVID SALINASAdvisorregistration: previous registration
Aug 16, 2021 to Jun 6, 2022factForm ADV
← DONALD LEE GARTONAdvisorregistration: previous registration
Nov 16, 2020 to Mar 31, 2022factForm ADV
← STEPHEN M DIGENNAROAdvisorregistration: previous registration
Mar 2, 2022 to Mar 14, 2022factForm ADV
← BRADLEY SETH MAYERAdvisorregistration: previous registration
Oct 11, 2019 to Feb 28, 2022factForm ADV
← CHRISTOPHER THOMAS DOYLEAdvisorregistration: previous registration
Oct 14, 2019 to Jan 25, 2022factForm ADV
← DEBINDER DESHMUKHAdvisorregistration: previous registration
Apr 6, 2021 to Jan 14, 2022factForm ADV
← HENRY JOSEPH O'BRIENAdvisorregistration: previous registration
May 26, 2020 to Jan 12, 2022factForm ADV
← DOMINICK VINCENT PULLANOAdvisorregistration: previous registration
Jun 3, 2020 to Jan 3, 2022factForm ADV
← BARRY WAXLERAdvisorregistration: previous registration
Oct 25, 2021 to Jan 3, 2022factForm ADV
← THOMAS EDWARDS GRIMMAdvisorregistration: previous registration
Aug 25, 2020 to Jan 3, 2022factForm ADV
← MATTHEW J NIELSENAdvisorregistration: previous registration
May 21, 2020 to Jan 3, 2022factForm ADV
← RIKIN KAUSHIK PATELAdvisorregistration: previous registration
May 22, 2020 to Jan 3, 2022factForm ADV
← DANIEL GARDNER CONVERSEAdvisorregistration: previous registration
Nov 23, 2021 to Jan 3, 2022factForm ADV
← MICHAEL MURATOREAdvisorregistration: previous registration
Mar 26, 2021 to Jan 3, 2022factForm ADV
← KALYAN KAVILIAdvisorregistration: previous registration
May 14, 2021 to Jan 3, 2022factForm ADV
← LOGAN BROOKS LOWREYAdvisorregistration: previous registration
Apr 28, 2021 to Jan 3, 2022factForm ADV
← JOHN JASON FERNEAUAdvisorregistration: previous registration
Aug 18, 2021 to Jan 3, 2022factForm ADV
← ANTHONY ALBERT NARDIAdvisorregistration: previous registration
Oct 11, 2021 to Jan 3, 2022factForm ADV
← Thomas MelburnAdvisorregistration: previous registration
Aug 19, 2021 to Jan 3, 2022factForm ADV
← John LoefflerAdvisorregistration: previous registration
Dec 10, 2019 to Jan 3, 2022factForm ADV
← CYNTHIA A PULVERAdvisorregistration: previous registration
Dec 14, 2021 to Dec 23, 2021factForm ADV
← Derrick Salvador AvelarAdvisorregistration: previous registration
Aug 17, 2021 to Aug 18, 2021factForm ADV
← Michael Joseph GartonAdvisorregistration: previous registration
Nov 23, 2020 to Jul 8, 2021factForm ADV
← Christopher John KriakAdvisorregistration: previous registration
Sep 8, 2020 to Apr 28, 2021factForm ADV
← RICHARD MARK BASSAdvisorregistration: previous registration
Mar 23, 2020 to Apr 6, 2020factForm ADV

Moved with (1)

→ KINGSWOOD WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out
Feb 28, 2022 to Mar 10, 2022factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Ashley Jo Webb left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2021-01-20)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Tyler Thomas Bashaw left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2021-07-30)
Form ADVobserved 4 days ago
Occurred
Jul 13, 2022
Advisor changed firm
Scott Rothbort left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2021-10-29)
Form ADVobserved 4 days ago
Occurred
Jul 13, 2022
Advisor changed firm
Michael Haskel Nessim left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2021-04-07)
Form ADVobserved 4 days ago
Occurred
Jul 13, 2022
Advisor departed, no destination yet
Richard S Siminou no longer registered at Benchmark Advisory Services, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jun 6, 2022
Advisor changed firm
David Salinas left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-06-06)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Advisor departed, no destination yet
Donald Lee Garton no longer registered at Benchmark Advisory Services, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 14, 2022
Advisor changed firm
Stephen M Digennaro left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-03-10)
Form ADVobserved 4 days ago
Occurred
Feb 28, 2022
Team lift-out
2 advisors left Benchmark Advisory Services, LLC (San Diego, CA) for Kingswood Wealth Advisors, LLC within 14 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 28, 2022
Advisor changed firm
Bradley Seth Mayer left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-03-04)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2022
Advisor changed firm
Christopher Thomas Doyle left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-26)
Form ADVobserved 4 days ago
Occurred
Jan 14, 2022
Advisor changed firm
Debinder Deshmukh left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-14)
Form ADVobserved 4 days ago
Occurred
Jan 12, 2022
Advisor changed firm
Henry Joseph O'Brien left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-14)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Team lift-out
11 advisors left Benchmark Advisory Services, LLC (San Diego, CA) for Kingswood Wealth Advisors, LLC within 22 days
Form ADVobserved 3 days ago
11 advisors
Occurred
Jan 3, 2022
Advisor changed firm
Dominick Vincent Pullano left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-03)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Kalyan Kavili left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-03)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Matthew J Nielsen left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-03)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Rikin Kaushik Patel left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-05)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Logan Brooks Lowrey left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-04)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
John Jason Ferneau left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-04)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Thomas Melburn left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-05)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Anthony Albert Nardi left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-03)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Barry Waxler left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-03)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Michael Muratore left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-04)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
John Loeffler left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-04)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Daniel Gardner Converse left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-03)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Thomas Edwards Grimm left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-04)
Form ADVobserved 4 days ago
Occurred
Jan 4, 2021
Control person joined
Mohamed Alsoraimi (Chief Compliance Officer) appeared on Schedule A of Benchmark Advisory Services, Llc
Form ADVobserved 4 days ago
Occurred
Jan 4, 2021
Control person joined
Mathew Jeremy Wilder (Chief Legal/Corporate Secretary) appeared on Schedule A of Benchmark Advisory Services, Llc
Form ADVobserved 4 days ago
Occurred
Nov 1, 2019
Control person joined
Jaindl David Martin (Chief Compliance Officer) appeared on Schedule A of Benchmark Advisory Services, Llc
Form ADVobserved 4 days ago
Occurred
Oct 9, 2019
Control person left
Jaindl David Martin (Chief Compliance Officer) no longer on Schedule A of Benchmark Advisory Services, Llc (listed 2019-08-30, absent 2019-10-09)
Form ADVobserved 4 days ago
Occurred
Aug 30, 2019
First Form ADV filing
Benchmark Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f323da2-1de8-0c9e-1cc1-e0a0e7f11bb1
First observed: Aug 30, 2019
Last observed: Jun 30, 2026 2 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.

BENCHMARK ADVISORY SERVICES, LLC

CRD 305662

SAN DIEGO, CA

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:5f323da2-1de8-0c9e-1cc1-e0a0e7f11bb1

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALSORAIMI, MOHAMED

CHIEF COMPLIANCE OFFICER

yes

12/2020

Jan 4, 2021

Jun 3, 2024

KINGSWOOD HOLDINGS LTD

Shareholder

yes

06/2009

Jan 4, 2021

Jun 3, 2024

KINGSWOOD US HOLDINGS, INC.

Member

yes

11/2020

Jan 4, 2021

Jun 3, 2024

KINGSWOOD US, LLC

SOLE MEMBER

yes

08/2019

Jan 4, 2021

Jun 3, 2024

KW WEALTH GROUP LTD

Shareholder

yes

02/2019

Jan 4, 2021

Jun 3, 2024

NESSIM, MICHAEL, HASKEL

Director

yes

08/2019

Aug 30, 2019

Jun 3, 2024

Wilder, Jeremy, Mathew

CHIEF LEGAL/CORPORATE SECRETARY

yes

12/2020

Jan 4, 2021

Jun 3, 2024

MARTIN, DAVID, JAINDL

DIRECTOR OF COMPLIANCE

12/2020

Aug 30, 2019

Jun 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KINGSWOOD WEALTH ADVISORS, LLC

n/a

Bd affiliated wealth

$3.8B

yes

n/a

KINGSWOOD CAPITAL PARTNERS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Jun 3, 2024

n/a

2022

Mar 30, 2023

n/a

2021

Mar 31, 2022

$273M

$115M

n/a

2020

Mar 23, 2021

$238M

$96.9M

n/a

2019

Feb 3, 2020

$12.1M

$2.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

n/a

$238M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KINGSWOOD WEALTH ADVISORS, LLC

Feb 28, 2022

Mar 10, 2022

SAN DIEGO, CA

Team lift out

RIA to RIA

25.0%

KINGSWOOD WEALTH ADVISORS, LLC

Jan 3, 2022

Jan 26, 2022

SAN DIEGO, CA

Team lift out

RIA to RIA

45.8%

KINGSWOOD WEALTH ADVISORS, LLC

Dec 23, 2021

Jan 5, 2022

AMERICAN FORK, UT

Team lift out

RIA to RIA

8.0%