L. K. BENSON & COMPANY, P.C.
Adviser information for L. K. BENSON & COMPANY, P.C. last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 83 | $243.4M |
| Non-Discretionary | 5 | $33.7M |
| Total | 88 | $277.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 26 | $12.5M |
| HNW Individuals | 62 | $264.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 32 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | Hourly chargesFixed fees |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-48099 |
|---|---|
| SEC ERA File Number | 801-48099 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107908 |
| Legal Entity Identifier | None |
Principal Office
1107 KENILWORTH DRIVESUITE 302
TOWSON
MD
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: (410) 494-6680, Fax: (410) 494-6682
Chief Compliance Officer
CHRISTOPHER D. BENSON
PRINCIPAL
1107 KENILWORTH DRIVE
STE 302
TOWSON
MD
United States
Tel:
(410) 494-6680
Fax:
(410) 494-6682
C****@***********M
(Full email address available in API data)
Regulatory Contact
LYLE K. BENSON, JR.
PRESIDENT
1107 KENILWORTH DRIVE
STE 302
TOWSON
MD
United States
Tel:
(410) 494-6680
Fax:
(410) 494-6682
L***@***********M
(Full email address available in API data)
Industry Affiliates
| L. K. BENSON & COMPANY | Accountant or accounting firm |
| L. K. BENSON & COMPANY | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BENSON, LYLE, KRAUS | Individual | – | PRESIDENT | 11/1994 | > 75% |
| BENSON, CHRISTOPHER, DAVID | Individual | – | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 12/2019 | 10-25% |