{"url":"https://nivawealth.com/firms/l-k-benson-and-company-p-c-107908","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107908","regulatoryAum":446232124,"crd":"107908","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6199681","suffix":null,"lastName":"BENSON","firstName":"CHRISTOPHER","middleName":"DAVID"},{"crd":"4363773","suffix":null,"lastName":"BENSON","firstName":"LYLE","middleName":"KRAUS"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":190457934,"clients":80,"employees":9,"offices":1},{"filedOn":"2022-03-28","regulatoryAum":236702832,"clients":81,"employees":9,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":258297116,"clients":84,"employees":9,"offices":1},{"filedOn":"2024-03-14","regulatoryAum":277135608,"clients":88,"employees":9,"offices":2},{"filedOn":"2025-03-21","regulatoryAum":369140420,"clients":93,"employees":9,"offices":2},{"filedOn":"2026-07-30","regulatoryAum":446232124,"clients":103,"employees":9,"offices":2}],"secFileNumber":"801-48099","legalName":"L. 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K. Benson & Company, P.C. have?","answer":"L. K. Benson & Company, P.C. has 103 clients and manages $446 million for them, as of July 2026. They include 75 high-net-worth individuals and 28 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does L. K. Benson & Company, P.C. offer?","answer":"L. K. Benson & Company, P.C. provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does L. K. Benson & Company, P.C. use?","answer":"L. K. Benson & Company, P.C.’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $407M. 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 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does L. K. Benson & Company, P.C. have?","answer":"L. K. Benson & Company, P.C. has 2 investment adviser representatives registered with state securities authorities, out of 9 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does L. K. Benson & Company, P.C. invest in?","answer":"At the end of its last fiscal year, L. K. Benson & Company, P.C.’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities and 11% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns L. K. Benson & Company, P.C.?","answer":"L. K. Benson & Company, P.C.’s direct owners are Lyle Benson (50% to 75%) and Christopher Benson (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does L. K. Benson & Company, P.C. get paid?","answer":"L. K. Benson & Company, P.C. is paid through 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact L. K. 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