Galena, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Benchmark Capital Group Ltd.
Supported
Firm-wide stats for Benchmark Capital Group Ltd.
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.
Based on Benchmark Capital Group Ltd.
Expertise
Based on Benchmark Capital Group Ltd.
Location
228 N. Bench Street
Galena IL 61036
Advisors at this office
2
Advisors at this office
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)