A complete list of active advisors currently associated with Benson Avenue Capital, LLC

Warmer can help you find a great advisor at Benson Avenue Capital, LLC or one who fits your needs even better.

Benson Avenue Capital, LLC provides discretionary portfolio management and advisory consulting to individuals (including high‑net‑worth), charitable organizations, and corporate clients. The brochure describes percentage‑of‑assets billing for portfolio management and fixed or hourly fees for consulting, and notes the firm prepares in‑depth company research reports that may include onsite company visits. The firm's principal holds a CFA charter and has prior institutional experience in global emerging markets; the stated approach combines fundamental, technical and cyclical analysis and uses model portfolios across risk profiles to construct tailored allocations. Accounts are generally managed on a discretionary basis, monitored on an ongoing basis, and the firm emphasizes tax considerations and a range of investment risks in its disclosures. The brochure also discloses prior assets under management and references predecessor entities and performance‑related materials, practices that are less common among peer independent advisers. It further notes service to charitable organizations and corporate clients (including pension or profit‑sharing arrangements) and that custody and execution are routinely directed to TD Ameritrade Institutional, with accompanying disclosures about institutional resources and potential conflicts from directed brokerage.

To learn more about the advisors currently working at Benson Avenue Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.