DFX Intelligence
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.
SEC-registered adviser
Benchmark Investment Advisors LLC
Latest filing Mar 31, 2026
First filing on the tape Jan 4, 2012 · 37 filings
SEC status approved since Jan 3, 2012
RAUM
$329M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
79%
$260M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$110M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$329M as of Mar 31, 2026
Mar 13, 2013$143M then
HNW client RAUM$254M as of Mar 31, 2026
Mar 24, 2018$98.2M then
State-registered IARs (5.B.3)3 as of Mar 31, 2026
Mar 13, 20132 then
Employees (5.A)6 as of Mar 31, 2026
Mar 13, 20132 then
Private funds: no history
RAUM +7.8% over the last fiscal year+16% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $110MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 41derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $2.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, publicationsreportedItem 5.G
- Custody
- $2.0M, 22 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$254M77%
- Corporations and businesses$58.0M18%
- Charitable organizations$11.0M3.3%
- Individuals$6.1M1.9%
- Individual clients
- 29reported
- HNW clients
- 93reported
- Pension plan clients
- n/areported
- Charitable clients
- 2reported
- Accounts
- 126reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.0M for 22 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.79 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Patrick SwiftChartered Financial Analyst | Chicago, Il | Jan 19, 2012 | 26 y | 5 |
| Jamie Anthony Tebbe | Frisco, Tx | Dec 17, 2013 | 29 y | 1 |
| Thomas Peter Walshe | Chicago, Il | Aug 28, 2021 | 16 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- David Allan Eltringham to Benchmark Wealth ManagementOct 26, 2018 · RIA to RIA
- Matthew David Eltringham to Benchmark Wealth ManagementOct 26, 2018 · RIA to RIA
Joined, latest
- David Allan Eltringham from Wealthquest CorporationJul 12, 2018 · RIA to RIA
- Matthew David Eltringham from Wealthquest CorporationJul 12, 2018 · RIA to RIA
- Jamie Anthony Tebbe from Pro Style FinancialDec 17, 2013 · Other
- John Patrick Swift from Swift Wealth ManagementJan 19, 2012 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Benchmark Wealth ManagementOct 26, 2018 · Chicago, Il
- 2 joined from Wealthquest CorporationJul 3, 2018 · Cincinnati, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Patrick John Swift · Ceocontrolsince 12/2011 · owns 50% to 75%
- Anthony Jamie Tebbe · Ccocontrolsince 06/2017 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chicago, Il · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 112 to 126Aug 25, 2025 to Mar 31, 2026
- Charity clients · 3 to 2Aug 25, 2025 to Mar 31, 2026
- Corporate clients · 1 to 2Aug 25, 2025 to Mar 31, 2026
- HNW clients · 89 to 93Aug 25, 2025 to Mar 31, 2026
- Individual clients · 19 to 29Aug 25, 2025 to Mar 31, 2026
- Assets in custody · $2.6M to $2.0MAug 25, 2025 to Mar 31, 2026
- Employees · 4 to 6Aug 25, 2025 to Mar 31, 2026
- Other offices · 2 to 1Aug 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $305M to $329MAug 25, 2025 to Mar 31, 2026
- HNW RAUM · $227M to $254MAug 25, 2025 to Mar 31, 2026
- Individual RAUM · $3.3M to $6.1MAug 25, 2025 to Mar 31, 2026
- RAUM · $305M to $329MAug 25, 2025 to Mar 31, 2026
- Other offices · 1 to 2Mar 20, 2025 to Aug 25, 2025
- Accounts · 100 to 112Dec 5, 2024 to Mar 20, 2025
- Charity clients · unset to 3.0Dec 5, 2024 to Mar 20, 2025
- Corporate clients · unset to 1.0Dec 5, 2024 to Mar 20, 2025
- HNW clients · 87 to 89Dec 5, 2024 to Mar 20, 2025
- Individual clients · 10 to 19Dec 5, 2024 to Mar 20, 2025
- Assets in custody · $1.4M to $2.6MDec 5, 2024 to Mar 20, 2025
- Financial planning clients · 51-100 to 101-250Dec 5, 2024 to Mar 20, 2025
- Discretionary RAUM · $270M to $305MDec 5, 2024 to Mar 20, 2025
- HNW RAUM · $201M to $227MDec 5, 2024 to Mar 20, 2025
- Individual RAUM · $1.7M to $3.3MDec 5, 2024 to Mar 20, 2025
- RAUM · $270M to $305MDec 5, 2024 to Mar 20, 2025
- Accounts · 94 to 100Sep 26, 2023 to Mar 25, 2024
- Advisory activities · 4 to 3Sep 26, 2023 to Mar 25, 2024
- HNW clients · 79 to 87Sep 26, 2023 to Mar 25, 2024
- Individual clients · 12 to 10Sep 26, 2023 to Mar 25, 2024
- Assets in custody · $2.5M to $1.4MSep 26, 2023 to Mar 25, 2024
- Discretionary RAUM · $211M to $270MSep 26, 2023 to Mar 25, 2024
- HNW RAUM · $146M to $201MSep 26, 2023 to Mar 25, 2024
- Individual RAUM · $3.5M to $1.7MSep 26, 2023 to Mar 25, 2024
- Pension RAUM · 1200000.0 to unsetSep 26, 2023 to Mar 25, 2024
- RAUM · $211M to $270MSep 26, 2023 to Mar 25, 2024
- Accounts · 91 to 94Mar 30, 2022 to Mar 28, 2023
- Advisory employees · 3 to 4Mar 30, 2022 to Mar 28, 2023
- HNW clients · 73 to 79Mar 30, 2022 to Mar 28, 2023
- Individual clients · 14 to 12Mar 30, 2022 to Mar 28, 2023
- Assets in custody · $31.0M to $2.5MMar 30, 2022 to Mar 28, 2023
- Discretionary RAUM · $248M to $211MMar 30, 2022 to Mar 28, 2023
Signals
1 dated events
- Gentry Private Wealth Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 4, 2012 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 312-259-9595reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 618-792-1111reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- trustbenchmark.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-552-9595reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- trustbenchmark.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $110Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026