Benchmark Advisory Services, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Haskel Nessim | Director | Aug 2019 (7y) | Less than 5% | |
| Martin, David, Jaindl | Director Of Compliance | Dec 2020 (6y) | Less than 5% | |
| Mohamed A Alsoraimi | Chief Compliance Officer | Dec 2020 (6y) | Less than 5% | |
| Wilder, Jeremy, Mathew | Chief Legal/Corporate Secretary | Dec 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kingswood Us, Llc | Sole Member | Aug 2019 | A | 75% or more |
| Kw Wealth Group Ltd | Shareholder | Feb 2019 | B | ≈ 28.13% – 75% via Kingswood Us Holdings, Inc. |
| Kingswood Holdings Ltd | Shareholder | Jun 2009 | B | ≈ 21.09% – 75% via Kw Wealth Group Ltd |
| Kingswood Us Holdings, Inc. | Member | Nov 2020 | B | ≈ 37.5% – 75% via Kingswood Us, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kw Wealth Group Ltd: 75% – 100% of Kingswood Us Holdings, Inc. × 50% – 75% of Kingswood Us, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Kingswood Holdings Ltd: 75% – 100% of Kw Wealth Group Ltd × 75% – 100% of Kingswood Us Holdings, Inc. × 50% – 75% of Kingswood Us, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Kingswood Us Holdings, Inc.: 50% – 75% of Kingswood Us, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- RBC $140M (51% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗