Benchmark Capital Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Benchmark Capital Group reports 166 clients. They include 113 individual clients and 53 high-net-worth individuals. Of its assets, 97.8% ($170M across 379 accounts) are managed with discretion; $3.84M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 22% |
| High-net-worth individuals | 32% | 78% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $38.7M | 22.3% | $342K |
| High-net-worth individuals | 53 | $135M | 77.6% | $2.54M |
| Charitable organizations | Fewer than 5 | $135K | 0.1% | — |
| Total | 166 | $174M | 100% | — |
- Clients
- 113
- Regulatory AUM
- $38.7M
- AUM share
- 22.3%
- Avg. per client
- $342K
- Clients
- 53
- Regulatory AUM
- $135M
- AUM share
- 77.6%
- Avg. per client
- $2.54M
- Clients
- Fewer than 5
- Regulatory AUM
- $135K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 166
- Regulatory AUM
- $174M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Benchmark Capital Group charges up to 1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are billed at an hourly negotiable fee of $85 per hour; planning fees are billed monthly in arrears.
David Swisher owns 75% or more of Benchmark Capital Group. The leadership team of Benchmark Capital Group includes President David Swisher. It has 3 employees, 2 of them in advisory roles.
Leadership
- David SwisherPresident/Chief Compliance Officer
- Kelli SwisherSecretary & Treasurer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Benchmark Capital Group LTD.
David Swisher
Control person · since June 1995
Benchmark Capital Group’s regulatory assets grew 1.6× from $112M (March 2021) to $174M (September 2026); clients fell from 190 to 166 and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $174M | 166 | 3 | 3 |
| February 2025 | $147M | 166 | 3 | 2 |
| May 2024 | $149M | 179 | 4 | 3 |
| March 2023 | $130M | 170 | 4 | 3 |
| February 2022 | $135M | 201 | 3 | 3 |
| March 2021 | $112M | 190 | 2 | 2 |
Besides its headquarters, Benchmark Capital Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Illinois.
Illinois · 2 listed addresses
- 228 N. Bench Street, GalenaHQ
- 122 N. Kansas St., Edwardsville
Contact and registration details
- Legal name
- Benchmark Capital Group LTD.
- Headquarters
- 228 N. Bench Street, Galena, IL 61036
- Website
- benchmarkcapitalgroup.com
- Phone
- 815-777-0600
- SEC file
- 801-120729
- Structure
- Illinois corporation
- Fiscal year end
- December
Benchmark Capital Group uses Charles Schwab ($109M, 63%) and Axos Clearing ($62.5M, 37%) as custodians for its separately managed accounts. Benchmark Capital Group has custody of $58.5M in client assets for 67 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $109M63%
- Axos ClearingAxos Clearing LLC · Omaha, NE · $62.5M37%
At year end, Benchmark Capital Group’s separately managed accounts were mostly in funds (59%) and cash (16%).
What the accounts hold
- Stocks12%
- Funds59%
- Bonds13%
- Cash16%
How many clients does Benchmark Capital Group have?
Benchmark Capital Group has 166 clients and manages $174 million for them, as of September 2026. They include 113 individual clients and 53 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Benchmark Capital Group offer?
Benchmark Capital Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Benchmark Capital Group charge?
Benchmark Capital Group charges up to 1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A & 2B 091726, filed 17 September 2026
Which custodians does Benchmark Capital Group use?
Benchmark Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $109M and Axos Clearing LLC (Omaha, NE), with $62.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Benchmark Capital Group have?
Benchmark Capital Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Benchmark Capital Group invest in?
At the end of its last fiscal year, Benchmark Capital Group’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 13% U.S. government and agency bonds and 12% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Benchmark Capital Group?
Benchmark Capital Group’s direct owner is David Swisher (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Benchmark Capital Group get paid?
Benchmark Capital Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Benchmark Capital Group?
Benchmark Capital Group’s main office is at 228 N. Bench Street, Galena, IL 61036. Its phone number is 815-777-0600. Its website is benchmarkcapitalgroup.com.