SourcingSourcing

BENEDICT FINANCIAL ADVISORS, INC.

C26
CRD 116690·SEC 801-77715·ATLANTA, GA
AUM
$529.4M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BENEDICT FINANCIAL ADVISORS, INC.
CRD
116690
SEC file #
801-77715
EIN
581490193
DBA names
—

Economics

AUM
$529.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$240.4M → $529.4M▲ +120%
Client mix
Individuals High Net Worth162
Individuals Other153
Charitable Organizations5
Pension Profit Sharing Plans1

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/benedictfinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BEAVER, MARK, ALAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BEAVER, MARK, ALAN
JAMES, TRAVIS, MATTHEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:benedict.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000711089
Edgar Registered
Yes
Edgar Filing Count
48
Edgar First Filing Date
2015-02-11
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
46
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0000711089-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
6000 LAKE FOREST DRIVESUITE 550ATLANTA, GA 30328
Business
1140 HAMMOND DRSTE D 4190ATLANTA, GA 30328
Edgar EIN
581490193
Edgar Recent Filings
13F-HR2026-04-20 · 0000711089-26-000001
13F-HR2026-01-27 · 0001398344-26-001303
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4509070
Trust Company Affiliate
No

People (8)

8
BEAVER, MARK, ALAN
IAR · Direct Owner · 62.5%
4509070
JAMES, TRAVIS, MATTHEW
IAR · Direct Owner · 62.5%
4297837
DAVIS, JOHN, PAUL
IAR
2423123
JAMES ROCKE SENKBEIL
IAR
714049
MONICA BLAKE SALAZAR
IAR
6562940
STEFANIE ANN MORGAN
IAR
2178991
ASHLEY ARMSTRONG THOMPSON
IAR
5208583
Robert John Hamill
IAR
6557170