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SJBENEN ADVISORY, LLC

· CRD 283153 · IAPD ↗ · (919) 251-9270

$399.9MRegulatory AUM
2Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — SJBENEN ADVISORY, LLC reported RAUM up 30% ($252.9M -> $328.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
February 2024 — SJBENEN ADVISORY, LLC reported RAUM up 38% ($183.3M -> $252.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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