← Tributary

L. K. BENSON & COMPANY, P.C.

TIMONIUM, MD · CRD 107908 · IAPD ↗ · lkbenson.com · (410) 494-6680

$446.2MRegulatory AUM
2Advisory reps
9Employees
30Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
December 2025 — L. K. BENSON & COMPANY, P.C. moved its main office from TOWSON, MD to TIMONIUM, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
64
April 2025 — L. K. BENSON & COMPANY, P.C. reported RAUM up 33% ($277.1M -> $369.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.