Benchmark Capital Group Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Benchmark Capital Group Ltd. advises individuals, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary and non-discretionary portfolio management, financial planning, and employer retirement-plan consulting. The firm manages roughly $174 million for a compact client base and provides ongoing monitoring and portfolio rebalancing tailored to client accounts.
The firm’s investment process draws on a range of methods — including fundamental analysis as well as technical tools such as charting and cyclical analysis — and it can implement both long- and short-term strategies. Depending on client objectives and suitability, portfolios may include strategies that use options, margin, and short sales, and planning services are offered in modular or ongoing formats to support implementation.
Noteworthy operational features include an affiliated accounting and tax practice to which clients may be referred, a service model that includes employer retirement-plan consulting in addition to individual wealth management, and a standing-letter-of-authorization capability that leads the firm to identify as exercising limited custody in some circumstances. The brochure also discloses that the firm does not vote client proxies and that it recommends particular custodians that provide institutional services and technology to the adviser.
Client services
Expertise
Occupation focus
Fee options
Fixed quarterly fee may be negotiated for asset management as alternative to percentage of AUM; specific amounts not stated.
up to 1.0% annually, negotiable based on asset size
Financial planning and consulting services hourly rate of $85 per hour.
Annual financial planning retainer program available; specific fee amounts not stated.
Account minimum: $150,000 Fee-only: Financial planning services at an hourly negotiable fee of $85 per hour; fees typically billed monthly in arrears.
Main office
See office228 N. Bench Street
Galena IL 61036
Advisors at this office
2
Offices (2)
Most active in
Illinois · Missouri · Texas · Wisconsin
Also doing business as
Benchmark Capital Group Ltd. · Benchmark Hahn Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
David S
CFP®, Series 63, Series 65
Galena, IL
Benchmark Capital Group Ltd.
David Swisher is a CFP® professional with 28 years of industry experience, currently advising clients at Benchmark Capital Group Ltd. since 2009. He also engages in tax preparation and consulting through Academy Advisors Ltd. and serves as a trustee on his spouse’s living trust and irrevocable life insurance trust. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including fundamental and technical analysis and offers both long- and short-term approaches tailored to client objectives.
Richard H
Series 63, Series 65
Galena, IL
Benchmark Capital Group Ltd.
Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. in Galena, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Benchmark Capital Group Ltd. since 2012. Benchmark Capital Group Ltd. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary and non-discretionary portfolio management, financial planning, and employer retirement-plan consulting. The firm manages approximately $174 million and employs a varied investment approach that includes fundamental and technical analysis, supporting both long- and short-term strategies tailored to client needs.
Austin S
Series 65
Stevens Point, WI
Benchmark Capital Group Ltd.
Austin Swisher is a financial advisor at Benchmark Capital Group Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Benchmark Capital Group, he worked at Imperial Industries and served in the United States Marine Corps. He also has a background in education from the University of Wisconsin-Stevens Point. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and employer retirement-plan consulting for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $174 million, utilizing a variety of investment methods including fundamental and technical analysis to accommodate both long- and short-term strategies.
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