SourcingSourcing

L. K. BENSON & COMPANY, P.C.

C45
CRD 107908·SEC 801-48099·TIMONIUM, MD
AUM
$446.2M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
L. K. BENSON & COMPANY, P.C.
CRD
107908
SEC file #
801-48099
EIN
—
DBA names
—

Economics

AUM
$446.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$320.5M → $446.2M▲ +39%
Client mix
Individuals High Net Worth75
Individuals Other28

Operations

Employees (total)
9
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
TIMONIUM MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
lkbenson.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BENSON, LYLE, KRAUS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BENSON, LYLE, KRAUS
BENSON, CHRISTOPHER, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LKBENSON.COM
Rdap Domain Creation Date
1999-08-28T19:02:40Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-28T19:02:37Z
Rdap Domain Last Changed
2025-07-28T20:13:51Z
Rdap Nameservers
Julio.ns.cloudflare.comSunny.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4363773
Trust Company Affiliate
No

People (2)

2
BENSON, LYLE, KRAUS
IAR · Direct Owner · 87.5%
4363773
BENSON, CHRISTOPHER, DAVID
IAR · Direct Owner · 17.5%
6199681