SourcingSourcing

BENCHMARK INVESTMENT ADVISORS LLC

C32
CRD 159705·SEC 801-73022·CHICAGO, IL
AUM
$329.2M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$988K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BENCHMARK INVESTMENT ADVISORS LLC
CRD
159705
SEC file #
801-73022
EIN
475432221
DBA names
—

Economics

AUM
$329.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$200.0M → $329.2M▲ +65%
Client mix
Individuals High Net Worth93
Individuals Other29
Charitable Organizations2
Corporations2

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
trustbenchmark.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SWIFT, JOHN, PATRICK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SWIFT, JOHN, PATRICK
TEBBE, JAMIE, ANTHONY
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
ok
Rdap Domain
TRUSTBENCHMARK.COM
Rdap Domain Creation Date
2017-10-27T21:13:55Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001910971
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2022-02-16
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
17
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001104659-26-060063

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Fidelity2
Edgar Addresses
Mailing
180 N STETSON AVESUITE 1990CHICAGO, IL 60601
Business
180 N STETSON AVESUITE 1990CHICAGO, IL 60601
Edgar EIN
475432221
Edgar Recent Filings
13F-HR2026-05-13 · 0001104659-26-060063
13F-HR2025-11-13 · 0001104659-25-111202
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-27T21:13:55Z
Rdap Domain Last Changed
2025-10-28T17:16:38Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4056303
Trust Company Affiliate
No

People (3)

3
SWIFT, JOHN, PATRICK
IAR · Direct Owner · 62.5%
4056303
TEBBE, JAMIE, ANTHONY
IAR · Direct Owner · 62.5%
2897075
THOMAS PETER WALSHE
IAR
7414724