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

Scs

Independent wealth managerBellevue, WashingtonCRD 310849SEC 801-119764websiteIAPD
Legal name Bensler, LLC
Latest filing Jun 30, 2026
First filing on the tape Oct 9, 2020 · 32 filings
SEC status approved since Nov 9, 2020
RAUM
$1.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
88%
$1.7B individuals and HNW
Advisors
32
registered through the firm on IAPD
RAUM per advisor
$60.7M
derived; firm RAUM over IAPD count
Employees
46
32 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$1.9B as of Jun 30, 2026
Mar 9, 2021$465M then
HNW client RAUM$1.4B as of Jun 30, 2026
Mar 9, 2021$258M then
State-registered IARs (5.B.3)30 as of Jun 30, 2026
Mar 9, 202112 then
Employees (5.A)46 as of Jun 30, 2026
Mar 9, 202112 then
Private funds: no history
RAUM +19% over the last fiscal year+25% a year over threeIARs 26 to 30
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$60.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
76derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.3MderivedHNW RAUM over HNW clients
Average account
$472,736derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
10.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
32.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+19%derivedbetween the last two annual amendments
Advisor growth, one year
+15%derivedItem 5.B.3 between annual amendments
Client growth, one year
+15%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminarsreportedItem 5.G
Wrap fee program
$1.8BreportedItem 5.I
Custody
$175M, 149 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
  • is an insurance broker or agent (6.A.6)
  • 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$1.4B72%
  • Individuals$311M16%
  • Pension and profit-sharing plans$175M9.0%
  • Corporations and businesses$32.2M1.7%
  • Charitable organizations$18.1M0.9%
Individual clients
1,315reported
HNW clients
1,110reported
Pension plan clients
22reported
Charitable clients
13reported
Accounts
4,107reported
Financial planning clients
101-250reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
$175M for 149 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.88 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=28.0derived
Advisors registered through the firm
32 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
James Richard BeattyBellevue, WaMay 16, 200528 y0
David Carter OwenBellevue, WaFeb 5, 201317 y1
Hunter James GietzenBellevue, WaDec 2, 202015 y1
Kristal Anne McmahanBellevue, WaDec 2, 202021 y3
Jeffrey John HenslerBellevue, WaDec 2, 202027 y2
Brady Allen McintyreBellevue, WaDec 3, 202011 y0
Lee James WhittlesBellevue, WaDec 3, 202037 y1
Marvel Tyrone MorganBellevue, WaDec 3, 202029 y1
Griffin Wade SmithBellevue, WaDec 3, 202022 y0
Andrew Lee HowardBellevue, WaMar 23, 202125 y0
Aaron HareBellevue, WaApr 7, 202121 y5
Matthew David KrowsCertified Financial PlannerBellevue, WaJan 11, 202218 y1
Brian Scott HegstadBellevue, WaJul 20, 202213 y3
Steven William BraceBellevue, WaAug 9, 202239 y1
Sheila Jean LindsayBellevue, WaAug 18, 202241 y0
Keith Donald SwansonChartered Financial AnalystBellevue, WaOct 31, 202220 y2
Katelyn NassBellevue, WaJan 29, 202411 y0
Michael Thomas IversPort Townsend, Wa Feb 16, 202410 y0
Connor DoranBellevue, WaApr 22, 202412 y0
Michael Robert GrimmeBellevue, WaMay 1, 202434 y2
Paul Ignatius MurphyBellevue, WaSep 16, 202420 y0
Conner Rylen LambroBellevue, WaJan 20, 202510 y0
Hailey Marie MarlowBellevue, WaJan 20, 202510 y0
Jonathan Burns MuenchBellevue, WaJan 22, 202532 y2
Erik William ReigleBellevue, WaFeb 3, 202513 y0
Kevin Cheng-Yun ChenBellevue, WaFeb 24, 202511 y1
Brendan Michael SullivanBellevue, WaSep 25, 202517 y5
Richard Alan HultquistBellevue, WaOct 13, 202529 y3
Justin Carl SandstromBellevue, WaNov 25, 202510 y1
Eileen ChunBellevue, WaJan 20, 202610 y1
Rana Melis OzcubukcuBellevue, WaApr 4, 202611 y0
Jacob MontanoCertified Financial PlannerBellevue, WaMay 12, 202614 y2
Advisor movement
0 left, 5 joined in 12 months
net +5 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Richard James Beatty · LLC Managercontrol
    since 09/2020 · owns 50% to 75%
  • John Jeffrey Hensler · LLC Managercontrol
    since 09/2020 · owns 50% to 75%
  • Anne Kristal Mcmahan · Chief Operating Officercontrol
    since 08/2024 · owns less than 5%
  • Michael Brendan Sullivan · Presidentcontrol
    since 07/2025 · owns less than 5%
  • J Sheila Lindsay · Chief Compliance Officer
    since 08/2022 · 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
OfficeAdvisorsJoinedLeftTeams outForming
Bellevue, Wa · principal3260
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
  • control person changedChange between filings · filing Jun 30, 2026
    MCMAHAN, KRISTAL, ANNE (CHIEF OPERATING OFFICER) appeared on Schedule A between the filings of 2022-08-24 and 2026-06-30
    peers: independent wealth managers, $1B to $5B (1,360)
  • control person changedChange between filings · filing Jun 30, 2026
    SULLIVAN, BRENDAN, MICHAEL (PRESIDENT) appeared on Schedule A between the filings of 2022-08-24 and 2026-06-30
    peers: independent wealth managers, $1B to $5B (1,360)
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 3,472 to 4,107
    Feb 26, 2026 to Mar 27, 2026
  • Advisory employees · 27 to 32
    Feb 26, 2026 to Mar 27, 2026
  • BD registered reps · 25 to 28
    Feb 26, 2026 to Mar 27, 2026
  • Charity clients · 9 to 13
    Feb 26, 2026 to Mar 27, 2026
  • Corporate clients · 35 to 33
    Feb 26, 2026 to Mar 27, 2026
  • HNW clients · 991 to 1,110
    Feb 26, 2026 to Mar 27, 2026
  • Individual clients · 1,110 to 1,315
    Feb 26, 2026 to Mar 27, 2026
  • Assets in custody · $180M to $175M
    Feb 26, 2026 to Mar 27, 2026
  • Employees · 41 to 46
    Feb 26, 2026 to Mar 27, 2026
  • Insurance-licensed employees · 4 to 3
    Feb 26, 2026 to Mar 27, 2026
  • Financial planning clients · 1-10 to 101-250
    Feb 26, 2026 to Mar 27, 2026
  • State-registered IARs · 26 to 30
    Feb 26, 2026 to Mar 27, 2026
  • Discretionary RAUM · $1.6B to $1.9B
    Feb 26, 2026 to Mar 27, 2026
  • HNW RAUM · $1.1B to $1.4B
    Feb 26, 2026 to Mar 27, 2026
  • Individual RAUM · $253M to $311M
    Feb 26, 2026 to Mar 27, 2026
  • Pension RAUM · $189M to $175M
    Feb 26, 2026 to Mar 27, 2026
  • RAUM · $1.6B to $1.9B
    Feb 26, 2026 to Mar 27, 2026
  • Accounts · 2,809 to 3,472
    Dec 23, 2024 to Mar 25, 2025
  • Advisory employees · 20 to 27
    Dec 23, 2024 to Mar 25, 2025
  • Advisory activities · 4 to 5
    Dec 23, 2024 to Mar 25, 2025
  • BD registered reps · 24 to 25
    Dec 23, 2024 to Mar 25, 2025
  • Charity clients · 8 to 9
    Dec 23, 2024 to Mar 25, 2025
  • Corporate clients · 26 to 35
    Dec 23, 2024 to Mar 25, 2025
  • HNW clients · 859 to 991
    Dec 23, 2024 to Mar 25, 2025
  • Individual clients · 911 to 1,110
    Dec 23, 2024 to Mar 25, 2025
  • Pension plan clients · 20 to 22
    Dec 23, 2024 to Mar 25, 2025
  • Assets in custody · $94.2M to $180M
    Dec 23, 2024 to Mar 25, 2025
  • Employees · 34 to 41
    Dec 23, 2024 to Mar 25, 2025
  • Insurance-licensed employees · 5 to 4
    Dec 23, 2024 to Mar 25, 2025
  • Financial planning clients · 1-10 to 1-10
    Dec 23, 2024 to Mar 25, 2025
  • State-registered IARs · 18 to 26
    Dec 23, 2024 to Mar 25, 2025
  • Discretionary RAUM · $1.3B to $1.6B
    Dec 23, 2024 to Mar 25, 2025
  • HNW RAUM · $887M to $1.1B
    Dec 23, 2024 to Mar 25, 2025
  • Individual RAUM · $203M to $253M
    Dec 23, 2024 to Mar 25, 2025
  • Pension RAUM · $164M to $189M
    Dec 23, 2024 to Mar 25, 2025
  • RAUM · $1.3B to $1.6B
    Dec 23, 2024 to Mar 25, 2025
  • Accounts · 2,429 to 2,809
    Feb 12, 2024 to Mar 26, 2024
  • Advisory employees · 23 to 20
    Feb 12, 2024 to Mar 26, 2024
  • Charity clients · 6 to 8
    Feb 12, 2024 to Mar 26, 2024
  • Corporate clients · 19 to 26
    Feb 12, 2024 to Mar 26, 2024
Signals
6 dated events
  • Scs reported RAUM $1.6B, up 27% from $1.3B (2024-12-23 to 2025-03-25)
    Mar 25, 2025 · RAUM change · derived
  • Scs reported RAUM $1.3B, up 28% from $1.0B (2024-02-12 to 2024-03-26)
    Mar 26, 2024 · RAUM change · derived
  • Scs reported RAUM $1.0B, up 56% from $645.6M (2023-01-09 to 2023-03-13)
    Mar 13, 2023 · RAUM change · derived
  • Scs reported RAUM $645.6M, up 39% from $464.7M (2022-01-21 to 2022-03-03)
    Mar 3, 2022 · RAUM change · derived
  • Scs reported 12 state-registered advisory representatives, up from 2 (2020-12-16 to 2021-03-09)
    Mar 9, 2021 · Advisor headcount change · derived
  • Sound Consulting Services filed its initial SEC registration (Form ADV)
    Oct 9, 2020 · First SEC registration · 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 email
wealth@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
alisha.yonan@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
christine.gustafson@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
drew.brace@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
elizabeth.gregory@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
irene.clark@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
jill.epler@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
jonah.wilson@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
kateryna.biba@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
landon.smith@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
liz.carrion@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email
maryam.tabei@northwestscs.comreportedpublished by the firm, firm site, Sep 15, 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
$60.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026