SourcingSourcing

BENSLER, LLC

C31
CRD 310849·SEC 801-119764·BELLEVUE, WA
AUM
$1.94B
$1B+
Est. Revenue
$19.4M
@ 1% on AUM
Est. EBITDA
$5.8M
@ 30% margin
Est. Deal Value
$46.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BENSLER, LLC
CRD
310849
SEC file #
801-119764
EIN
711004774
DBA names
Scs

Economics

AUM
$1.94B
AUM band
$1B+
AUM trajectory
'22'26
$464.7M → $1.94B▲ +318%
Client mix
Individuals Other1,315
Individuals High Net Worth1,110
Corporations33
Pension Profit Sharing Plans22
Charitable Organizations13

Operations

Employees (total)
46
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'21'26
2 advisors → 32 advisors▲ +1500%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
facebook.com/scs-bellevue-221243223216946(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BEATTY, JAMES, RICHARD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BEATTY, JAMES, RICHARD
HENSLER, JEFFREY, JOHN
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:bensler.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
42
Form 5500 Total Compensation
1,337,400
Form 5500 Compensation Trajectory 3y
20251,289,722
202647,678
Form 5500 Plan Count Trajectory 3y
202539
20263
Schedule C Total Compensation
1,337,400
Schedule C Service Provider Rows
42

SEC EDGAR

Edgar Cik
0001965941
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2023-02-16
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0002085853-26-000548

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
24
Bc Firm Active IA Count
32
Bc Firm IAR Count
32
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
10900 NE 8TH STREET15TH FLOOR-SUITE 1550BELLEVUE, WA 98004
Business
10900 NE 8TH STREET15TH FLOOR-SUITE 1550BELLEVUE, WA 98004
Edgar EIN
711004774
Edgar Recent Filings
13F-HR2026-05-04 · 0002085853-26-000548
13F-HR2026-02-04 · 0002085853-26-000197
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3055477
Trust Company Affiliate
No

People (32)

32
HENSLER, JEFFREY, JOHN
IAR · Direct Owner · 62.5%
3093973
BEATTY, JAMES, RICHARD
IAR · Direct Owner · 62.5%
3055477
MCMAHAN, KRISTAL, ANNE
IAR · Executive Officer · 2.5%
4810133
LINDSAY, SHEILA, J
IAR · Executive Officer · 2.5%
1313294
SULLIVAN, BRENDAN, MICHAEL
IAR · Executive Officer · 2.5%
5524052
ERIK WILLIAM REIGLE
IAR
6437128
DAVID CARTER OWEN
IAR
4989824
GRIFFIN WADE SMITH
IAR
4730562
Katelyn Nass
IAR
7729460
Hailey Marie Marlow
IAR
7924339
BRADY ALLEN MCINTYRE
IAR
6534738
Hunter James Gietzen
IAR
6909103
MATTHEW DAVID KROWS
IAR
5649786
LEE JAMES WHITTLES
IAR
1955164
MARVEL TYRONE MORGAN
IAR
4223446
ANDREW LEE HOWARD
IAR
2674327
Justin Carl Sandstrom
IAR
7765281
Aaron Hare
IAR
4889589
Brian Scott Hegstad
IAR
6185808
Conner Rylen Lambro
IAR
7915661
STEVEN WILLIAM BRACE
IAR
1550534
Michael Robert Grimme
IAR
2539100
Rana Melis Ozcubukcu
IAR
8101150
Connor Doran
IAR
7593639
MICHAEL THOMAS IVERS
IAR
6638865
Eileen Chun
IAR
3107843
Paul Ignatius Murphy
IAR
5117730
KEITH DONALD SWANSON
IAR
5123351
Jacob Montano
IAR
7525692
JONATHAN BURNS MUENCH
IAR
2345704
RICHARD ALAN HULTQUIST
IAR
2857110
Kevin Cheng-Yun Chen
IAR
7853412