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 Financial, LLC
Latest filing Jan 8, 2026
First filing on the tape Feb 25, 2025 · 4 filings
SEC status approved since Feb 13, 2025
RAUM
$132M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$132M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$32.9M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$132M as of Jan 8, 2026
Feb 25, 2025$100M then
HNW client RAUM$120M as of Jan 8, 2026
Feb 25, 2025$92.6M then
State-registered IARs (5.B.3)3 as of Jan 8, 2026
Feb 25, 20253 then
Employees (5.A)3 as of Jan 8, 2026
Feb 25, 20253 then
Private funds: no history
RAUM +31% over the last fiscal yearIARs 3 to 3offices 0 to 1
Practice profile
derived from the filing of Jan 8, 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
- $32.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 23derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $378,101derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $28.8M, 35 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$120M92%
- Individuals$11.1M8.5%
- Individual clients
- 25reported
- HNW clients
- 65reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 348reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $28.8M for 35 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Richard Christopher JakotowiczCertified Financial Planner, Chartered Financial Analyst | Wilmington, De | Jun 25, 2018 | 19 y | 3 |
| Jacob Dorsey Weaver | Wilmington, De | Jun 10, 2022 | 22 y | 1 |
| Caleb Lee Ray | Wilmington, De | Jul 8, 2024 | 13 y | 1 |
| Ian G PassChartered Financial Analyst | Wilmington, De | Jun 22, 2026 | 11 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
none on the tape
Joined, latest
- Caleb Lee Ray from Vanguard Advisers, Inc.Jul 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- Jacob Dorsey Weaver from Lau Associates LLCJun 10, 2022 · RIA to RIA
- Richard Christopher Jakotowicz from Tfg Wealth Management, LLCJun 25, 2018 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christopher Richard Jakotowicz · Director Of Financial Planningcontrolsince 05/2018 · owns 75% or more
- Dorsey Jacob Weaver · Director Of Investment Strategycontrolsince 06/2022 · owns less than 5%
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 |
|---|---|---|---|---|---|
| Wilmington, De · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 307 to 348Sep 9, 2025 to Jan 8, 2026
- HNW clients · 56 to 65Sep 9, 2025 to Jan 8, 2026
- Individual clients · 29 to 25Sep 9, 2025 to Jan 8, 2026
- Assets in custody · $16.9M to $28.8MSep 9, 2025 to Jan 8, 2026
- Discretionary RAUM · $100M to $132MSep 9, 2025 to Jan 8, 2026
- HNW RAUM · $92.6M to $120MSep 9, 2025 to Jan 8, 2026
- Individual RAUM · $7.7M to $11.1MSep 9, 2025 to Jan 8, 2026
- RAUM · $100M to $132MSep 9, 2025 to Jan 8, 2026
- Financial planning clients · 51-100 to 51-100Feb 25, 2025 to Jul 11, 2025
- HQ city · GREENVILLE to WILMINGTONFeb 25, 2025 to Jul 11, 2025
- Other offices · 0 to 1Feb 25, 2025 to Jul 11, 2025
Signals
No event on the tape.
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
- Firm profile
- linkedin.com/company/benchmarkfgreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BENCHMARKFG.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 302-635-9760reportedpublic record, Form ADV, Jan 8, 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
- $32.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026