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CAPITAL BENCHMARK PARTNERS, LLC
CRD 175099
2342 PERIMETER PARK DR, SUITE 200, ATLANTA, GA, 30341, United States
Phone
(770) 217-1202
Fax
(770) 217-1202
Registration
— (—)
Source
State registered
Total AUM
$56.3M
Discretionary AUM
$52.4M
Team
1 total employees; 1 advisory reps; 28 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEES FOR SEMINARS AND SPEAKING ENGAGEMENTS
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsBUSINESS PLANNING AS TO RETIREMENT AND TAXES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $23.7M |
| High net worth individuals | 18 | $28.7M |
| Pension/profit sharing plans | 6 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD