Benari Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,972,724
Clients
11
Advisors
1
of 1 employees
About
Benari Capital provides investment advisory and financial planning services to individuals (including high‑net‑worth and ultra‑high‑net‑worth households), small businesses, and charitable organizations. The firm’s offerings include ongoing portfolio management with written investment policy statements, financial planning, family office coordination offered under a DBA, separately managed accounts and direct indexing strategies, and a concierge charitable giving advisory.
The firm emphasizes individualized planning and portfolio construction, using a mix of analytical methods (fundamental, quantitative, technical, and modern portfolio theory) and primarily recommending ETFs and mutual funds while also considering alternative and private investments for qualified clients. Benari Capital integrates planning with investment oversight, conducts periodic reviews (at least quarterly), and uses third‑party technology to manage and implement trades in certain held‑away retirement accounts; it also delivers customized SMA/direct‑indexing portfolios through a branded program.
Noteworthy features that distinguish the firm from many peers are its Family Office services delivered as a branded DBA for very large households, a no‑fee charitable advisory service that coordinates with custodian donor‑advised fund platforms, and the firm’s regular educational seminars and workshops (often offered free to attendees). The firm also discloses an affiliation with an insurance agency and licensed insurance professionals, a relationship it identifies and manages as a potential conflict of interest while providing its boutique, branded client services.
Client services
Expertise
Occupation focus
Fee options
Flat fees for certain project-based Family Office services and initial financial planning setup fee of $500
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Insurance products sold by supervised persons with commissions; outside business activity of owner licensed as insurance agent
Hourly rate for additional Family Office services: $375 per hour
Ongoing financial planning subscription fees generally between $1,800 and $3,000 annually
Account minimum: $500,000 Minimum fee: Minimum annual advisory fee of $2,500, billed quarterly at $625 Fee-only: Fixed financial planning fees generally between $1,500 and $30,000; ongoing subscription fees generally between $1,800 and $3,000 annually; hourly rate $375/hour; flat fees for some project-based services
Main office
645 Landwehr Road
Northbrook IL 60062
Advisors at this office
1
Most active in
California · Illinois
Also doing business as
Benari Capital LLC · Benari Capital, LLC · The Office By Benari Dba Of Benari Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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