Capital Benchmark Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,403,366
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
130
14% high-net-worth
Advisors
1
of 1 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
130
Very HighAverage account size
$403,103
About
Capital Benchmark Partners, LLC is a state-registered, single-advisor investment advisory firm that serves individual and high-net-worth clients as well as employer-sponsored pension and profit-sharing plans. The firm provides discretionary portfolio management, comprehensive financial planning, and employee benefit plan advisory services, including investment selection, monitoring, and participant education.
The firm’s investment process centers on strategic asset allocation and fundamental analysis, using institutional mutual funds, ETFs, fixed income and alternative investments to build diversified portfolios; financial planning is integrated into its asset-management relationships, and standalone planning engagements are also offered (with an engagement deposit and hourly work billed separately). Portfolios are monitored and rebalanced as needed rather than on a strict calendar schedule, and CBP executes trades through major custodians while participating in institutional advisor programs.
Notable features of the firm include its explicit provision of employee plan services and participant education alongside individual wealth management, and its formal offering of seminars and speaking engagements (which the brochure notes may be paid or provided pro bono). The brochure also discloses the firm’s use of testimonials in advertising and notes that the principal holds the CFP® designation and a state insurance license while not being licensed to sell insurance in California.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Business planning as to retirement and taxes
Business planning as to retirement and taxes
Expertise
Cash flow / budgeting
Debt management
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Retired
Fee options
$5,000 initial Engagement Deposit for standalone financial planning services (applied to hourly fees until exhausted)
$0 - $1,000,000: 1.30% $1,000,001+: 0.95%
$400 per hour for standalone Financial Planning Services
Main office location
Capital Benchmark Partners, LLC
2342 Perimeter Park Dr, Suite 200
Atlanta GA 30341, United States
Number of offices
1
Most active in
Capital Benchmark Partners, LLC has reported serving >5 clients in these states in the last 12 months.
California · Georgia · New York · 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.
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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
Quick links
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")