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Edward B

Series 63

San Antonio, TX

Edward Allen Benson, PhD.

Edward Benson is the sole advisor at Edward Allen Benson, PhD, an independent firm based in San Antonio, TX. He holds a Series 63 designation and has nine years of industry experience, alongside over three decades of professional work under his name since 1992. Benson's firm focuses on fee-only investment advice and portfolio management for a small roster of individual clients and trustees. The firm emphasizes fundamental research with a long-term buy-and-hold strategy, managing accounts on a limited-discretion basis while clients retain control over custodial brokerages.

Passive / index investing
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