← Tributary

BENCHMARK INVESTMENT ADVISORS LLC

CHICAGO, IL · CRD 159705 · IAPD ↗ · trustbenchmark.com · 312-552-9595

$329.2MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — BENCHMARK INVESTMENT ADVISORS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — BENCHMARK INVESTMENT ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — BENCHMARK INVESTMENT ADVISORS LLC reported RAUM up 28% ($211.0M -> $270.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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