DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
Adviser information for DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC last updated from Form ADV on March 5th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 22 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 16 |
| 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 | 287 | $1.5B |
| Non-Discretionary | 68 | $274.8M |
| Total | 355 | $1.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 73 | $28.7M |
| HNW Individuals | 189 | $1.5B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $175.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $9.1M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees% OF ASSETS UNDER OTHER MANAGEMENT |
Identifiers
| SEC RIA File Number | 801-60001 |
|---|---|
| SEC ERA File Number | 801-60001 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107722 |
| Legal Entity Identifier | None |
Principal Office
1601 SOUTH MO PAC EXPRESSWAYSUITE 125D
AUSTIN
TX
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 512-610-6930, Fax: 512-610-6931
Chief Compliance Officer
TYLOR BORDELON SEAMAN
CHIEF EXECUTIVE OFFICER/PARTNER
1601 SOUTH MO PAC EXPRESSWAY
SUITE 125D
AUSTIN
TX
United States
Tel:
512-610-6930
Fax:
(512) 610-6931
T**********@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BENNETT, RICHARD, BALDWIN | Individual | – | MEMBER/PARTNER | 11/2000 | 10-25% |
| JACHIMIAK, MATTHEW, PAUL | Individual | – | MANAGING MEMBER/PARTNER/CIO | 07/2013 | 10-25% |
| LUEB, PAUL, DARTER | Individual | – | MEMBER/PARTNER | 07/2013 | 10-25% |
| SEAMAN, TYLOR, BORDELON | Individual | – | MEMBER/PARTNER/CEO/CHIEF COMPLIANCE OFFICER | 01/2017 | 10-25% |
| KILGUST, ASHLEY | Individual | – | MANAGING MEMBER/PARTNER | 01/2022 | 10-25% |
| SMITH, ANGELA, MEAGAN | Individual | – | MEMBER/PARTNER | 06/2023 | 5-10% |
| TIERNAN, KEVIN, R | Individual | – | MEMBER/PARTNER | 06/2023 | 5-10% |
| Brown, Kathryn, Turnham | Individual | – | MEMBER/PARTNER | 06/2023 | 5-10% |