RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Donald George Bennyhoff
- Professional profile
- linkedin.com/in/don-bennyhoff-cfa-89018a150reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Bennyhoff & Co. state registered currentsince Mar 14, 2024 · Phoenixville, Pa
- Prime Capital Financial mixed wealthDec 9, 2022 to May 22, 2023 · Naples, Fl
- Liberty Wealth Advisors, LLC formerFeb 1, 2021 to Dec 16, 2022 · Phoenixville, Pa
- Vanguard Advisers, Inc. BD affiliatedJan 4, 1999 to Oct 31, 2002 · Malvern, Pa
- Prime Capital Financial to Bennyhoff & Co.left May 22, 2023, registered Mar 14, 2024 (297 days) · RIA to a state-registered adviser
- Liberty Wealth Advisors, LLC to Prime Capital Financialleft Dec 16, 2022, registered Dec 9, 2022 (-7 days) · RIA to RIA
- Vanguard Advisers, Inc. to Liberty Wealth Advisors, LLCleft Oct 31, 2002, registered Feb 1, 2021 (6668 days) · Other
- Donald George Bennyhoff left Prime Capital Financial for Bennyhoff & Co. (registered 2024-03-14)May 22, 2023 · Advisor changed firm · fact
- Donald George Bennyhoff left Liberty Wealth Advisors, Llc for Prime Capital Financial (registered 2022-12-09)Dec 16, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address