BENEDICT FINANCIAL ADVISORS, INC.
Adviser information for BENEDICT FINANCIAL ADVISORS, INC. last updated from Form ADV on January 29th, 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 | Georgia, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 5 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 4 |
No. of Firms/People that Solicit Clients | 3 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 740 | $430.1M |
Non-Discretionary | 0 | $0 |
Total | 740 | $430.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 183 | $79.0M |
HNW Individuals | 141 | $343.6M |
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 | <5 | $5.0M |
Charitable organizations | 5 | $2.5M |
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 | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 215.0M |
Portfolio Manager to Program | Sponsor |
---|---|
THE BENEDICT WRAP PROGRAM | BENEDICT FINANCIAL ADVISORS, INC. |
Principal Office
6000 LAKE FORREST DRIVESUITE 550
ATLANTA
GA
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 770-671-8228, Fax: 770-671-0232
Chief Compliance Officer
MARK A. BEAVER
MANAGING PARTNER
6000 LAKE FORREST DRIVE
SUITE 550
ATLANTA
GA
United States
Tel:
770-671-8228
Fax:
770-671-0232
M***@********************M
(Full email address available in API data)
Regulatory Contact
TRAVIS M JAMES
MANAGING PARTNER
6000 LAKE FORREST DRIVE
SUITE 550
ATLANTA
GA
United States
Tel:
770-671-8228
Fax:
770-671-0232
T*****@********************M
(Full email address available in API data)
Industry Affiliates
BENEDICT FINANCIAL GROUP, INC. | Insurance company or agency |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BEAVER, MARK, ALAN | Individual | – | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | 10/2012 | 50-75% |
JAMES, TRAVIS, MATTHEW | Individual | – | MANAGING PARTNER | 01/2007 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
APPLE INC | COM | 22M | 104K | – |
MICROSOFT CORP | COM | 19M | 42K | – |
AMGEN INC | COM | 10M | 32K | – |
ALTRIA GROUP INC | COM | 10M | 221K | – |
JOHNSON & JOHNSON | COM | 9M | 62K | – |
CISCO SYS INC | COM | 9M | 181K | – |
QUALCOMM INC | COM | 9M | 43K | – |
ABBVIE INC | COM | 8M | 46K | – |
RTX CORPORATION | COM | 8M | 78K | – |
TRAVELERS COMPANIES INC | COM | 7M | 36K | – |
PHILIP MORRIS INTL INC | COM | 7M | 70K | – |
VERIZON COMMUNICATIONS INC | COM | 7M | 170K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 7M | 16K | – |
MCDONALDS CORP | COM | 6M | 24K | – |
SPDR SER TR | BLOOMBERG 1-3 MO | 6M | 64K | – |
NOVO-NORDISK A S | ADR | 6M | 41K | – |
CHUBB LIMITED | COM | 6M | 23K | – |
PROCTER AND GAMBLE CO | COM | 6M | 35K | – |
MEDTRONIC PLC | SHS | 6M | 72K | – |
VISA INC | COM CL A | 6M | 22K | – |
GENERAL MLS INC | COM | 6M | 89K | – |
HONEYWELL INTL INC | COM | 6M | 26K | – |
CME GROUP INC | COM | 5M | 28K | – |
LOCKHEED MARTIN CORP | COM | 5M | 11K | – |
COCA COLA CO | COM | 5M | 81K | – |
HERSHEY CO | COM | 5M | 27K | – |
AUTOMATIC DATA PROCESSING IN | COM | 5M | 20K | – |
DUKE ENERGY CORP NEW | COM NEW | 5M | 46K | – |
ELEVANCE HEALTH INC | COM | 4M | 8K | – |
CHEVRON CORP NEW | COM | 4M | 27K | – |
EMERSON ELEC CO | COM | 4M | 38K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 4M | 29K | – |
CORNING INC | COM | 4M | 104K | – |
CENCORA INC | COM | 4M | 17K | – |
SYSCO CORP | COM | 4M | 55K | – |
WALMART INC | COM | 4M | 57K | – |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 4M | 39K | – |
BECTON DICKINSON & CO | COM | 4M | 16K | – |
ALPHABET INC | CAP STK CL A | 4M | 20K | – |
DOVER CORP | COM | 4M | 20K | – |
AMAZON COM INC | COM | 4M | 18K | – |
KIMBERLY-CLARK CORP | COM | 4M | 26K | – |
ABBOTT LABS | COM | 4M | 34K | – |
COSTCO WHSL CORP NEW | COM | 3M | 4K | – |
AMERICAN EXPRESS CO | COM | 3M | 14K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3M | 18K | – |
DIAGEO PLC | SPON ADR NEW | 3M | 25K | – |
STARBUCKS CORP | COM | 3M | 39K | – |
TARGET CORP | COM | 3M | 20K | – |
BRISTOL-MYERS SQUIBB CO | COM | 3M | 72K | – |
JPMORGAN CHASE & CO. | COM | 3M | 14K | – |
DIGITAL RLTY TR INC | COM | 3M | 18K | – |
RENAISSANCERE HLDGS LTD | COM | 3M | 12K | – |
UNILEVER PLC | SPON ADR NEW | 3M | 50K | – |
CVS HEALTH CORP | COM | 3M | 46K | – |
ESSENTIAL UTILS INC | COM | 3M | 72K | – |
DIAMONDBACK ENERGY INC | COM | 3M | 13K | – |
TEXAS INSTRS INC | COM | 3M | 14K | – |
PEPSICO INC | COM | 3M | 16K | – |
RPM INTL INC | COM | 3M | 24K | – |
LOWES COS INC | COM | 3M | 12K | – |
INVESCO QQQ TR | UNIT SER 1 | 2M | 5K | – |
ARCHER DANIELS MIDLAND CO | COM | 2M | 40K | – |
ROLLINS INC | COM | 2M | 49K | – |
INTERCONTINENTAL EXCHANGE IN | COM | 2M | 17K | – |
KINDER MORGAN INC DEL | COM | 2M | 115K | – |
RLI CORP | COM | 2M | 16K | – |
EXPEDITORS INTL WASH INC | COM | 2M | 18K | – |
HOME DEPOT INC | COM | 2M | 6K | – |
NESTLE S A SPON ADR REPSTG REG SHS | Common Stock | 2M | 20K | – |
STRYKER CORPORATION | COM | 2M | 6K | – |
CATERPILLAR INC | COM | 2M | 6K | – |
NVIDIA CORPORATION | COM | 2M | 16K | – |
KROGER CO | COM | 2M | 39K | – |
AXIS CAP HLDGS LTD | SHS | 2M | 27K | – |
ROCKWELL AUTOMATION INC | COM | 2M | 7K | – |
GENERAL DYNAMICS CORP | COM | 2M | 6K | – |
NOVARTIS AG | SPONSORED ADR | 2M | 17K | – |
TC ENERGY CORP | COM | 2M | 48K | – |
CBOE GLOBAL MKTS INC | COM | 2M | 10K | – |
ISHARES TR | RUS 1000 VAL ETF | 2M | 9K | – |
HORMEL FOODS CORP | COM | 2M | 52K | – |
CONSTELLATION BRANDS INC | CL A | 2M | 6K | – |
AMPLIFY ETF TR | AMPLIFY CYBERSEC | 1M | 22K | – |
SOUTHERN CO | COM | 1M | 18K | – |
NEXTERA ENERGY INC | COM | 1M | 18K | – |
GENUINE PARTS CO | COM | 1M | 9K | – |
CITIGROUP INC | COM NEW | 1M | 20K | – |
C H ROBINSON WORLDWIDE INC | COM NEW | 1M | 13K | – |
REALTY INCOME CORP | COM | 1M | 22K | – |
EXXON MOBIL CORP | COM | 1M | 9K | – |
ISHARES TR | 1 3 YR TREAS BD | 974K | 12K | – |
UBER TECHNOLOGIES INC | COM | 971K | 13K | – |
GILEAD SCIENCES INC | COM | 859K | 13K | – |
DOW INC | COM | 829K | 16K | – |
CARRIER GLOBAL CORPORATION | COM | 822K | 13K | – |
PIMCO ETF TR | ACTIVE BD ETF | 819K | 9K | – |
ISHARES TR | RUS 1000 GRW ETF | 737K | 2K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 708K | 34K | – |
INTEL CORP | COM | 686K | 22K | – |
WISDOMTREE TR | US LARGECAP DIVD | 595K | 8K | – |
BANK AMERICA CORP | COM | 549K | 14K | – |
SHOPIFY INC | CL A | 549K | 8K | – |
UNITEDHEALTH GROUP INC | COM | 536K | 1K | – |
STANLEY BLACK & DECKER INC | COM | 514K | 6K | – |
DOLLAR GEN CORP NEW | COM | 512K | 4K | – |
INTERNATIONAL BUSINESS MACHS | COM | 509K | 3K | – |
BHP GROUP LTD | SPONSORED ADS | 480K | 8K | – |
DEERE & CO | COM | 464K | 1K | – |
META PLATFORMS INC | CL A | 395K | 783 | – |
ABB LTD SPON ADR | Common Stock | 385K | 7K | – |
CROWDSTRIKE HLDGS INC | CL A | 359K | 936 | – |
PACKAGING CORP AMER | COM | 332K | 2K | – |
HUBSPOT INC | COM | 304K | 515 | – |
ISHARES TR | SHORT TREAS BD | 295K | 3K | – |
CROWN CASTLE INC | COM | 291K | 3K | – |
ALBEMARLE CORP | COM | 280K | 3K | – |
UNITED PARCEL SERVICE INC | CL B | 279K | 2K | – |
SKYWORKS SOLUTIONS INC | COM | 264K | 2K | – |
YUM BRANDS INC | COM | 254K | 2K | – |
ISHARES TR | US OIL GS EX ETF | 249K | 3K | – |
SERVICENOW INC | COM | 240K | 305 | – |
ISHARES TR | SELECT DIVID ETF | 225K | 2K | – |
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 220K | 4K | – |
ROYAL GOLD INC | COM | 213K | 2K | – |
DISNEY WALT CO | COM | 208K | 2K | – |