BENCHMARK INVESTMENT ADVISORS LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$260,181,545
Clients
122
Advisors
3
across 2 offices
About
Benchmark Investment Advisors, LLC provides discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s services described in the brochure include managed asset allocation via firm Model Portfolios, retirement plan benchmarking and design consulting, sub‑advisory arrangements for other advisers, and coordination of income‑producing investments held through client‑owned limited liability companies or partnerships.
Benchmark’s investment process centers on a long‑term strategic allocation split between global equity and global fixed‑income Model Portfolios, with portfolio rebalancing typically on a quarterly cadence or when allocations drift by about 5%, and year‑end tax‑loss harvesting for taxable accounts. Security selection blends a proprietary Economic Margin cash‑flow metric and an intrinsic‑valuation approach (incorporating decay and steady‑state growth), with price and profit momentum, management quality and earnings‑quality scoring; a weekly Investment Policy Committee also evaluates tactical overlays such as covered calls, put purchases, collars and negatively correlated ETFs.
Noteworthy aspects highlighted in the brochure include the firm’s formal client communications — quarterly comprehensive account reviews sent directly by Benchmark and supplemental educational materials for retirement plan participants — reflecting a periodical reporting practice not common among peers. The firm also documents work with bespoke, client‑owned investment vehicles (and occasional pooled client investments) to access income‑producing assets like farmland or tax‑lien opportunities, and it serves as a sub‑advisor to other registered advisers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $15,000,000: 0.65% $15,000,000+: 0.50%
Account minimum: $500,000 Minimum fee: Minimum $4,000 annual fee for Retirement Plan Services, covering Base Services only
Main office
See office180 N Stetson Ave., Ste 1990
Chicago IL 60601
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Illinois · Louisiana · North Carolina · Tennessee · Texas · West Virginia
Also doing business as
Benchmark Investment Advisors LLC · Gentry Investment Management · Gentry Private Wealth Management LLC · Gsv Investment Advisors · Gsv Investment Advisors 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 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
Jamie T
Series 63, Series 65
Frisco, TX
BENCHMARK INVESTMENT ADVISORS LLC
Jamie Tebbe is a financial advisor with Benchmark Investment Advisors LLC based in Frisco, TX. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. Tebbe previously worked at Gentry Private Wealth Management and PRO Style Financial. Benchmark Investment Advisors LLC provides discretionary and non-discretionary investment advisory services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a long-term strategic allocation approach between global equity and fixed-income portfolios, using proprietary valuation metrics and tactical overlays, and offers comprehensive client communications and customized investment solutions.
Thomas W
Series 65
Chicago, IL
BENCHMARK INVESTMENT ADVISORS LLC
Thomas Walshe is a financial advisor at Benchmark Investment Advisors LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Ruffalo Noel Levitz from 2017 to 2021. Benchmark Investment Advisors provides discretionary and non-discretionary investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on long-term strategic allocation between global equity and fixed-income portfolios, incorporating proprietary valuation metrics and tactical overlays to manage client assets.
John S
CFA®, Series 63, Series 66
Chicago, IL
BENCHMARK INVESTMENT ADVISORS LLC
John Swift is a CFA® charterholder with 21 years of industry experience. He has worked at Benchmark Investment Advisors LLC since 2017 and previously at Gentry Private Wealth Management LLC. Outside of his advisory role, he teaches a CFA review program. Benchmark Investment Advisors serves individual investors, pension plans, trusts, and corporate clients through discretionary asset management, retirement-plan consulting, and sub-advisory services. The firm employs a proprietary Economic Margin framework and intrinsic valuation methods within a model portfolio approach, complemented by client education materials and tactical investment overlays.
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