SourcingSourcing

BENCHMARK CAPITAL GROUP LTD.

A68
CRD 123698·SEC 801-120729·GALENA, IL
AUM
$173.6M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$521K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BENCHMARK CAPITAL GROUP LTD.
CRD
123698
SEC file #
801-120729
EIN
—
DBA names
—

Economics

AUM
$173.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$135.1M → $173.6M▲ +29%
Client mix
Individuals Other113
Individuals High Net Worth53

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
3 advisors → 2 advisors▼ -33%
Primary office
GALENA IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
benchmarkcapitalgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SWISHER, DAVID, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SWISHER, DAVID, WILLIAM
SWISHER, KELLI, L
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
BENCHMARKCAPITALGROUP.COM
Rdap Domain Creation Date
2009-11-04T14:57:08Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2884
Soi Zip Pct 200k Plus
0.0794
Soi Zip Returns 200k Plus
300
Soi Zip Total AGI
338,177
Fdic Zip Total Deposits
9,298,883,000
Fdic Zip Branch Count
182
Fdic Zip Top Banks
Apple River State Bank
Galena State Bank & Trust Co.

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Axos Advisor Services2
Fdic Zip Branches Raw
Galena State Bank & Trust Co.Galena, IL
Galena State Bank & Trust Co.Galena, IL
Fdic Zip HHI
2333.81
Fdic Zip Top Bank Share Pct
33.7
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-21T19:12:33Z
Rdap Domain Last Changed
2025-09-18T15:48:11Z
Rdap Nameservers
Ns47.worldnic.comNs48.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI10,751
Returns930
Stub 2
AGI26,884
Returns730
Stub 3
AGI34,391
Returns560
Soi Zip Total Business Income
9,489
Soi Zip Total Cap Gains
17,413
Soi Zip Total Dividends
11,614
Soi Zip Total Returns
3,780
Top Owner CRD
2266323
Trust Company Affiliate
No

People (3)

3
SWISHER, DAVID, WILLIAM
IAR · Direct Owner · 87.5%
2266323
SWISHER, KELLI, L
Executive Officer · 2.5%
5732416
RICHARD EDWIN HAHN
IAR
1509940