Falists
← Back to search

BENZER CAPITAL

BENZER CAPITAL, LLC

CRD 175286

Visit website

5320 HIGHWAY 6, SUITE 200, MISSOURI CITY, TX, 77459, United States

Phone

713-979-2300

Fax

713-979-2301

Registration

— (—)

Source

State registered

Total AUM

$102.5M

Discretionary AUM

$96.6M

Team

2 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals32$8.9M
High net worth individuals55$83.2M
Pooled investment vehicles1$550K
Pension/profit sharing plans7$5.9M
Corporations/business entities3$4.0M

All web addresses on file

Official SEC filing: View on IAPD