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S••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

S••

BENSLER, LLC, CRD 310849

BELLEVUE, WA

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Search this name across graphsid dfx:ria:696251c6-105e-8691-0e3c-e94f631c1f51

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 6
On other graphs: 0
Observed: Oct 9, 2020 to Jun 30, 2026
32 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=0.88 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=28.0
Regulatory AUM: $1.9BItem 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: $1.9B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 32
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 32

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• R•••••• B•••••	n/a	BELLEVUE, WA	21	28	n/a	yes
D•••• C••••• O•••	n/a	BELLEVUE, WA	13	17

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
B•••••• J••••• R••••••	LLC MANAGER	D	yes	09/2020	Jun 30, 2026	Jun 30, 2026
H••••••• J••••••• J•••	LLC MANAGER	D	yes	09/2020	Jun 30, 2026

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; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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
5	0	5	0.0%	0	0	0	8	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	$1.9B	$1.6B	18.6%	$1.0B	24.5%	46	41	0	0

Relationships

Registered with (33)

← Jacob MontanoAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← Rana Melis OzcubukcuAdvisorregistration: current employment
Apr 4, 2026 to presentfactForm ADV
← Eileen ChunAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← Justin Carl Sandstrom

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 25, 2025
Regulatory AUM changed
Scs reported RAUM $1.6B, up 27% from $1.3B (2024-12-23 to 2025-03-25)
Form ADVobserved 7 days ago
$347M
Occurred
Mar 26, 2024
Regulatory AUM changed
Scs reported RAUM $1.3B, up 28% from $1.0B (2024-02-12 to 2024-03-26)
Form ADVobserved 7 days ago
$285M
Occurred
Mar 13, 2023
Regulatory AUM changed
Scs reported RAUM $1.0B, up 56% from $645.6M (2023-01-09 to 2023-03-13)
Form ADVobserved 7 days ago
$360M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:696251c6-105e-8691-0e3c-e94f631c1f51
First observed: Oct 9, 2020
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.