Bensler provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Bensler reports 2,493 clients. They include 1,315 individual clients, 1,110 high-net-worth individuals, and 33 corporations and other businesses. Of its assets, 100.0% ($1.94B across 4,107 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.78B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 16% |
| High-net-worth individuals | 45% | 72% |
| Pension and profit-sharing plans | <1% | 9% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,315 | $311M | 16.0% | $236K |
| High-net-worth individuals | 1,110 | $1.4B | 72.4% | $1.27M |
| Pension and profit-sharing plans | 22 | $175M | 9.0% | $7.97M |
| Charitable organizations | 13 | $18.1M | 0.9% | $1.39M |
| Corporations and other businesses | 33 | $32.2M | 1.7% | $975K |
| Total | 2,493 | $1.94B | 100% | $779K |
- Clients
- 1,315
- Regulatory AUM
- $311M
- AUM share
- 16.0%
- Avg. per client
- $236K
- Clients
- 1,110
- Regulatory AUM
- $1.4B
- AUM share
- 72.4%
- Avg. per client
- $1.27M
- Clients
- 22
- Regulatory AUM
- $175M
- AUM share
- 9.0%
- Avg. per client
- $7.97M
- Clients
- 13
- Regulatory AUM
- $18.1M
- AUM share
- 0.9%
- Avg. per client
- $1.39M
- Clients
- 33
- Regulatory AUM
- $32.2M
- AUM share
- 1.7%
- Avg. per client
- $975K
Total
- Clients
- 2,493
- Regulatory AUM
- $1.94B
- AUM share
- 100%
- Avg. per client
- $779K
- 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
- 101–250
Bensler is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Plans and Consultations
- Financial plans are a fixed fee between $2,500 and $5,000, negotiable by complexity and payable in arrears on presentation of the plan.
Jeffrey Hensler owns 50% to 75% of Bensler. The leadership team of Bensler includes President Brendan Sullivan, Chief Operating Officer Kristal McMahan and Chief Compliance Officer Sheila Lindsay. It has 46 employees, 32 of them in advisory roles.
Leadership
- Brendan SullivanPresident
- Kristal McMahanChief Operating Officer
- Sheila LindsayChief Compliance Officer
- Jeffrey HenslerLLC Manager
- James BeattyLLC Manager
Investment adviser representatives
32 representatives listed in the SEC register as of 9 October 2026.
- James Richard Beatty
- Steven William Brace
- Kevin Cheng-Yun Chen
- Eileen Chun
- Connor Doran
- Hunter James Gietzen
- Michael Robert Grimme
- Aaron Hare
- Brian Scott Hegstad
- Jeffrey John Hensler
- Andrew Lee Howard
- Richard Alan Hultquist
- Michael Thomas Ivers
- Matthew David Krows
- Conner Rylen Lambro
- Sheila Jean Lindsay
- Hailey Marie Marlow
- Brady Allen McIntyre
- Kristal Anne McMahan
- Jacob Montano
- Marvel Tyrone Morgan JR
- Jonathan Burns Muench
- Paul Ignatius Murphy
- Katelyn Nass
- David Carter Owen
- Rana Melis Ozcubukcu
- Erik William Reigle
- Justin Carl Sandstrom
- Griffin Wade Smith
- Brendan Michael Sullivan
- Keith Donald Swanson
- Lee James Whittles
Staff
- 46 employees
- 32 in advisory functions
- 30 state-registered reps
- 28 broker-dealer reps
- 25 insurance agents
- Owns 50% to 75% of Bensler, LLC
Jeffrey Hensler
Control person · since September 2020
- Owns 50% to 75% of Bensler, LLC
James Beatty
Control person · since September 2020
Bensler’s regulatory assets grew 4.2× from $465M (March 2021) to $1.94B (June 2026); clients rose from 866 to 2,493 and employees from 12 to 46.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $1.94B | 2,493 | 46 | 1 |
| March 2025 | $1.64B | 2,167 | 41 | 1 |
| April 2024 | $1.29B | 1,824 | 34 | 1 |
| April 2023 | $1.01B | 1,638 | 30 | 1 |
| July 2022 | $646M | 896 | 11 | 1 |
| March 2021 | $465M | 866 | 12 | 1 |
Besides its headquarters, Bensler has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 10900 Ne 8th Street, 15th Floor - Suite 1550, BellevueHQ
Contact and registration details
- Legal name
- Bensler, LLC
- Headquarters
- 10900 Ne 8th Street, 15th Floor - Suite 1550, Bellevue, WA 98004
- Website
- bensler.com
- Phone
- 425-452-1222
- SEC file
- 801-119764
- Structure
- Washington LLC
- Fiscal year end
- December
Bensler uses LPL Financial ($1.78B) as custodian for its separately managed accounts. Bensler has custody of $175M in client assets for 149 clients.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $1.78B100%
At year end, Bensler’s separately managed accounts were mostly in funds (70%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.13B across 198 positions; the largest are KLA Corp. (5.4%), Nvidia Corporation (4.8%) and Morgan Stanley ETF Trust (4.2%).
What the accounts hold
- Stocks28%
- Funds70%
- Cash2%
Reported 13F holdings
- $1.13B
- Reported 13F value
- 198
- Positions
- 36.9%
- In the 10 largest
- +16.7%
- Value vs. prior quarter
- KLA Corp.5.4%
- Nvidia Corporation4.8%
- Morgan Stanley ETF Trust · Eato Van Mtg ETF4.2%
- Alphabet Inc. · Cap Stk CL A3.8%
- Microsoft Corp.3.6%
- Apple Inc.3.5%
- Micron Technology Inc.3.2%
- Blackrock ETF Trust · Isha I IN TE ETF2.9%
- Nomura ETF TR · Focu EM Mkts ETF2.8%
- Global X Fds · U S Elect ETF2.7%
Together, the ten largest are 36.9% of reported value.
How many clients does Bensler have?
Bensler has 2,493 clients and manages $1.94 billion for them, as of June 2026. They include 1,315 individual clients, 1,110 high-net-worth individuals, and 33 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does Bensler offer?
Bensler provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Bensler use?
Bensler’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $1.78B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does Bensler have?
Bensler has 30 investment adviser representatives registered with state securities authorities, out of 46 employees, and 32 perform investment advisory functions. 28 employees are registered representatives of a broker-dealer and 25 employees are 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 Bensler invest in?
At the end of its last fiscal year, Bensler’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bensler?
Bensler’s direct owners are Jeffrey Hensler (50% to 75%) and James Beatty (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does Bensler get paid?
Bensler is paid through a percentage of assets under management 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
Is Bensler registered with the SEC?
Yes, Bensler has been registered with the SEC as an investment adviser since 9 November 2020. Its CRD number is 310849 and its SEC file number is 801-119764.
Source: Form ADV Part 1A, Item 1, filed 30 June 2026; IAPD firm record
How do I contact Bensler?
Bensler’s main office is at 10900 Ne 8th Street, 15th Floor - Suite 1550, Bellevue, WA 98004. Its phone number is 425-452-1222. Its website is bensler.com.