Benchmark Financial provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Benchmark Financial reports 90 clients. They include 65 high-net-worth individuals and 25 individual clients. Of its assets, 100.0% ($132M across 348 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 28% | 8% |
| High-net-worth individuals | 72% | 92% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 25 | $11.1M | 8.5% | $445K |
| High-net-worth individuals | 65 | $120M | 91.5% | $1.85M |
| Total | 90 | $132M | 100% | $1.46M |
- Clients
- 25
- Regulatory AUM
- $11.1M
- AUM share
- 8.5%
- Avg. per client
- $445K
- Clients
- 65
- Regulatory AUM
- $120M
- AUM share
- 91.5%
- Avg. per client
- $1.85M
Total
- Clients
- 90
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- $1.46M
- 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
- 51–100
Benchmark Financial charges 0.80%–1.10% a year for its Investment Management & Financial Planning Services. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Investment Consulting
- Hourly investment consultations at $500 per hour, due at completion of the engagement; may be negotiable in certain cases.
- Ongoing Financial Planning
- An initial fee of no more than $1,500, plus a recurring fixed fee of $400 a month paid in arrears; negotiable.
Richard Jakotowicz owns 75% or more of Benchmark Financial. It has 3 employees.
Leadership
- Richard JakotowiczDirector of Financial Planning & CCO
- Jacob WeaverDirector of Investment Strategy
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Benchmark Financial, LLC
Richard Jakotowicz
Control person · since May 2018
Benchmark Financial’s regulatory assets grew from $100M (July 2025) to $132M (January 2026); clients rose from 85 to 90 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $132M | 90 | 3 | 2 |
| July 2025 | $100M | 85 | 3 | 2 |
Besides its headquarters, Benchmark Financial has 1 office, with 2 listed addresses in Delaware and Pennsylvania.
Delaware · 1 listed address
- 2 Righter Parkway, Suite 100, WilmingtonHQ
Pennsylvania · 1 listed address
- 1515 Market Street, Philadelphia
Contact and registration details
- Legal name
- Benchmark Financial, LLC
- Headquarters
- 2 Righter Parkway, Suite 100, Wilmington, DE 19803
- Website
- Not reported
- Phone
- 302-635-9760
- @benchmarkfg
- SEC file
- 801-131977
- Structure
- Delaware LLC
- Fiscal year end
- December
Benchmark Financial uses Charles Schwab ($126M) as custodian for its separately managed accounts. Benchmark Financial has custody of $28.8M in client assets for 35 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $126M100%
At year end, Benchmark Financial’s separately managed accounts were mostly in funds (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $123M across 54 positions; the largest are SPDR Series Trust (15.7%), Vanguard Scottsdale Fds (12.1%) and Proshares TR (6.8%).
What the accounts hold
- Stocks8%
- Funds90%
- Bonds1%
- Cash1%
Reported 13F holdings
- $123M
- Reported 13F value
- 54
- Positions
- 67.8%
- In the 10 largest
- +10.1%
- Value vs. prior quarter
- SPDR Series Trust · ST Str P500grw15.7%
- Vanguard Scottsdale Fds · Int-term Corp.12.1%
- Proshares TR · S&P 500 DV Arist6.8%
- iShares TR · 3 7 YR Treas BD6.4%
- SPDR Index Shs Fds · ST Str PO EX ETF6.1%
- iShares TR · 7-10 YR Trsy BD5.7%
- SPDR Series Trust · ST Str P500val4.3%
- SPDR Series Trust · ST Term High ETF4.0%
- SPDR Series Trust · ST Str P400mid3.7%
- iShares TR · Rus Tp200 GR ETF2.9%
Together, the ten largest are 67.8% of reported value.
How many clients does Benchmark Financial have?
Benchmark Financial has 90 clients and manages $132 million for them, as of January 2026. They include 65 high-net-worth individuals and 25 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 January 2026
What services does Benchmark Financial offer?
Benchmark Financial 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 Financial charge?
Benchmark Financial charges 0.80%–1.10% a year for its Investment Management & Financial Planning Services. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Which custodians does Benchmark Financial use?
Benchmark Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $126M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 January 2026
How many financial advisors does Benchmark Financial have?
Benchmark Financial has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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 Financial invest in?
At the end of its last fiscal year, Benchmark Financial’s separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Benchmark Financial have a minimum investment?
Yes, Benchmark Financial’s minimum account size for its Investment Management & Financial Planning Services is $500K.
Who owns Benchmark Financial?
Benchmark Financial’s direct owner is Richard Jakotowicz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 January 2026
How does Benchmark Financial get paid?
Benchmark Financial 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 Financial?
Benchmark Financial’s main office is at 2 Righter Parkway, Suite 100, Wilmington, DE 19803. Its phone number is 302-635-9760.