Wealth manager, wrap-program sponsor · Atlanta, GA
Benedict Financial Advisors, Inc.
SEC-registered investment adviser · CRD 116690 · SEC 801-77715
At a glance
Benedict Financial Advisors, Inc. is an SEC-registered investment adviser based in Atlanta, Georgia, with $529 million in regulatory assets under management as of its Form ADV filed September 3, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 315 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,779th of 8,915 wealth managers and 7,607th of 17,210 SEC-registered advisers by assets.
Main office 770-671-8228benedictfinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $529M
- Rank among wealth managers
- #2,779 of 8,915
- Rank among all SEC RIAs
- #7,607 of 17,210
- Rank in Georgia
- #143 of 331
- Individual clients
- 315
- High-net-worth clients
- 162
- Accounts
- 724
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Mark A. BeaverManaging Partner/chief Compliance Officer
- Travis M. JamesManaging Partner
Custody and brokerage
Broker-dealer
Hybrid RIA
Benedict Financial Advisors, Inc. is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Certain investment adviser representatives of BFA are also Registered Representatives of LPL Financial (“LPL”), a FINRA and SIPC member, registered broker/dealer and registered investment adviser.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 162 | $448M | 85% |
| Individuals | 153 | $71M | 13% |
| Pension and profit sharing plans | 1 | $7M | 1% |
| Charitable organizations | 5 | $3M | <1% |
Disciplinary disclosures
Benedict Financial Advisors, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗benedictfinancial.com ↗
AtlasMembers
The full record on Benedict Financial Advisors, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,290 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Benedict Financial Advisors, Inc. manage?
Benedict Financial Advisors, Inc. reports $529 million in regulatory assets under management across 724 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 3, 2026.
What kind of firm is Benedict Financial Advisors, Inc.?
Benedict Financial Advisors, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Benedict Financial Advisors, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($448 million, 162 clients); individuals ($71 million, 153 clients); pension and profit sharing plans ($7 million, 1 clients).
Does Benedict Financial Advisors, Inc. have any disciplinary history?
Benedict Financial Advisors, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Benedict Financial Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →