Pensacola, FL Office

Benjamin Securities, Inc. provides investment management and brokerage services to individuals, high‑net‑worth clients, trusts, foundations, corporations, and retirement plans. Offerings include traditional brokerage cash and margin accounts, fee‑based and commission‑based portfolio management, separately managed accounts, and certain performance‑fee strategies.

The firm’s investment process emphasizes long‑term portfolio strategies informed by fundamental and cyclical analysis, with accounts customized for tax considerations and socially conscious restrictions; it provides both discretionary and non‑discretionary management. Benjamin relies on third‑party research and a correspondent relationship with RBC Capital Markets, and uses Interactive Brokers as a custodial option to support execution and custody services.

Notably, the firm is also a FINRA‑registered broker‑dealer and its advisors act as registered representatives, enabling the sale of commissionable products and direct brokerage activity — an affiliation that is uncommon for peers in this category. The brochure discloses that the firm receives revenue sharing from money‑market sweep programs (which reduces client interest), offers performance‑based strategies that charge a 20% fee with a high‑water mark, and that certain advisors’ supplements disclose past regulatory sanctions.