← Tributary

BENCHMARK FINANCIAL, LLC

WILMINGTON, DE · CRD 297443 · IAPD ↗ · 302-635-9760

$131.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — BENCHMARK FINANCIAL, LLC reported RAUM up 31% ($100.3M -> $131.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
August 2025 — BENCHMARK FINANCIAL, LLC moved its main office from GREENVILLE, DE to WILMINGTON, DE.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
August 2025 — BENCHMARK FINANCIAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
March 2025 — BENCHMARK FINANCIAL, LLC (GREENVILLE, DE) is newly SEC-registered with $100.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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