Bensler, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 310849
· SEC file 801-119764
· Bellevue, WA
· www.facebook.com
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ADV data as of Jun 30, 2026
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 2,493
- Avg AUM / client
- $779K
- Accounts
- 4,107
- Employees
- 46
AUM over time
$0
$1.9B
Oct 2020
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,315 | $311M | 16.0% |
| High net worth individuals | 1,110 | $1.4B | 72.4% |
| Pension and profit sharing plans | 22 | $175M | 9.03% |
| Charitable organizations | 13 | $18.1M | 0.93% |
| Corporations and other businesses | 33 | $32.2M | 1.66% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Corix Affiliated Companies (Us) 401(k) Plan Corix Infrastructure (Us), Inc. | 2025 | |
| Iconix Waterworks (Us) Inc. 401 K Retirement Plan Iconix Waterworks (Us) Inc. | 2024 | |
| Payscale, Inc. Retirement Savings Plan Payscale, Inc. | 2024 | |
| Bluehawk, Llc 401(k) Plan Bluehawk, Llc | 2024 | |
| Kaye Smith Enterprises 401(k) Retirement Savings Plan & Trust Kaye Smith Enterprises, Inc. | 2024 | |
| Kpff, Inc. 401 K Plan Kpff, Inc. | 2024 | |
| Amaco 401 K Plan American Art Clay Co. Inc. | 2024 | |
| Evergreen Treatment Services 403(b) Plan Evergreen Treatment Services | 2024 |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Richard Beatty | Llc Manager | Sep 2020 (6y) | 50% – 75% | |
| Jeffrey John Hensler | Llc Manager | Sep 2020 (6y) | 50% – 75% | |
| Sheila Jean Lindsay | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| David Carter Owen | Registered representative | Dec 2020 (6y) | ||
| Hunter James Gietzen | Registered representative | Dec 2020 (6y) | ||
| Kristal Anne Mcmahan | Registered representative | Dec 2020 (6y) | ||
| Brady Allen Mcintyre | Registered representative | Dec 2020 (6y) | ||
| Griffin Wade Smith | Registered representative | Dec 2020 (6y) | ||
| Lee James Whittles | Registered representative | Dec 2020 (6y) | ||
| Marvel Tyrone Morgan | Registered representative | Dec 2020 (6y) | ||
| Andrew Lee Howard | Registered representative | Mar 2021 (5y) | ||
| Aaron Hare | Registered representative | Apr 2021 (5y) | ||
| Matthew David Krows | Registered representative | CFP | Jan 2022 (5y) | |
| Brian Scott Hegstad | Registered representative | Jul 2022 (4y) | ||
| Steven William Brace | Registered representative | Aug 2022 (4y) | ||
| Keith Donald Swanson | Registered representative | CFA | Oct 2022 (4y) | |
| Katelyn Nass | Registered representative | Jan 2024 (3y) | ||
| Michael Thomas Ivers | Registered representative | Feb 2024 (2y) | ||
| Connor Doran | Registered representative | Apr 2024 (2y) | ||
| Michael Robert Grimme | Registered representative | May 2024 (2y) | ||
| Paul Ignatius Murphy | Registered representative | Sep 2024 (2y) | ||
| Conner Rylen Lambro | Registered representative | Jan 2025 (2y) | ||
| Hailey Marie Marlow | Registered representative | Jan 2025 (2y) | ||
| Jonathan Burns Muench | Registered representative | Jan 2025 (2y) | ||
| Erik William Reigle | Registered representative | Feb 2025 (1y) | ||
| Kevin Cheng Yun Chen | Registered representative | Feb 2025 (1y) | ||
| Brendan Michael Sullivan | Registered representative | Sep 2025 (1y) | ||
| Richard Alan Hultquist | Registered representative | Oct 2025 (1y) | ||
| Justin Carl Sandstrom | Registered representative | Nov 2025 (1y) | ||
| Eileen Chun | Registered representative | Jan 2026 (1y) | ||
| Rana Melis Ozcubukcu | Registered representative | Apr 2026 (0y) | ||
| Jacob Montano | Registered representative | CFP | May 2026 (0y) |
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.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Corix Affiliated Companies (Us) 401(k) Plan | Corix Infrastructure (Us), Inc. | 0 | $0 | 01/01/2025 |
| Iconix Waterworks (Us) Inc. 401 K Retirement Plan | Iconix Waterworks (Us) Inc. | 143 | $7.8M | 01/01/2024 |
| Payscale, Inc. Retirement Savings Plan | Payscale, Inc. | 571 | $52.5M | 01/01/2024 |
| Bluehawk, Llc 401(k) Plan | Bluehawk, Llc | 200 | $14.9M | 01/01/2024 |
| Kaye Smith Enterprises 401(k) Retirement Savings Plan & Trust | Kaye Smith Enterprises, Inc. | 171 | $18.6M | 01/01/2024 |
| Kpff, Inc. 401 K Plan | Kpff, Inc. | 1,349 | $220M | 01/01/2024 |
| Amaco 401 K Plan | American Art Clay Co. Inc. | 138 | $11.3M | 01/01/2024 |
| Evergreen Treatment Services 403(b) Plan | Evergreen Treatment Services | 316 | $13.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.04 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $1.8B (92% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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) ↗