Benzer Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$92,126,692
This total excludes 11 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
87
63% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$1,058,927
About
Benzer Capital provides portfolio management, financial planning, and advisory consulting primarily to individual and high‑net‑worth clients, and also offers pension consulting to employee benefit plans. The firm delivers both discretionary and non‑discretionary management and commonly charges asset‑based fees for managed accounts while offering fixed‑fee or hourly financial planning and consulting engagements.
Investment advice is tailored to client objectives and may draw on model portfolios, fundamental analysis, long‑ and short‑term trading, and option writing, with ongoing monitoring and periodic rebalancing. The firm also recommends third‑party managers when appropriate and conducts participant education and group enrollment/education seminars as part of its pension consulting services.
What is distinctive about Benzer Capital is its role as sponsor and adviser to affiliated private pooled vehicles — including Nishana Holdings I, LP and Nishana Managed Risk Fund, LP — and the solicitation of qualified investors to those funds, with separate fund fees and attendant related‑party considerations; the brochure notes that certain fund financial statements are not currently independently audited. The firm is also affiliated with an in‑house tax services company and has advisory personnel licensed to sell insurance, arrangements the firm discloses as potential conflicts of interest and that may influence product recommendations.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Income planning
Retirement withdrawal strategies
Charitable giving & philanthropy
Life insurance needs analysis
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
Fixed fee ranges from $1,000 to $100,000 for financial planning and consulting services
Up to 3.00% annually (negotiable)
Insurance commissions earned by persons associated with the firm for insurance products
$950 per hour for financial planning and advisory consulting services
Fee-only: Hourly fee $950; Fixed fees ranging from $1,000 to $100,000 (negotiable)
Main office location
Benzer Capital
5320 Highway 6, Suite 200
Missouri City TX 77459, United States
Number of offices
1
Most active in
Benzer Capital has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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