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.

Identifiers

SEC RIA File Number 801-77715
SEC ERA File Number 801-77715
SEC CIK Numbers 711089
SEC CRD Numbers 116690
Legal Entity Identifier None

Principal Office

6000 LAKE FORREST DRIVE
SUITE 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
(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
(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

10502020202120222023202420256 on 2/28/20206 on 6/29/20208 on 3/3/20219 on 3/16/20228 on 3/10/20237 on 1/29/2024

RAUM, Historic

500M250M0202020212022202320242025297744486 on 2/28/2020297744486 on 6/29/2020314192297 on 3/3/2021436338035 on 3/16/2022406514127 on 3/10/2023430056651 on 1/29/2024

No. Clients, Historic

4002000202020212022202320242025292 on 2/28/2020292 on 6/29/2020295 on 3/3/2021337 on 3/16/2022332 on 3/10/2023330 on 1/29/2024

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