Capital Benchmark Partners, LLC

Capital Benchmark Partners, LLC is a small state-registered investment adviser that provides discretionary and non‑discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, and employer‑sponsored retirement plans; the firm reports managing roughly $56 million on behalf of about 130 clients. In addition to portfolio management and planning, the firm offers employee benefit plan consulting and conducts educational seminars and speaking engagements for organizations and the public.

The firm’s investment process is asset‑allocation driven and emphasizes diversification across institutional mutual funds, ETFs, fixed income, equities and selected alternative strategies, with fundamental analysis applied to security selection and a long‑term orientation. Financial planning is integrated into AUM engagements while standalone planning is available hourly; portfolios are reviewed and rebalanced as needed rather than on a fixed calendar schedule, and the firm coordinates with clients’ tax and estate advisors where appropriate.

Several features noted in the firm’s brochure are uncommon for a firm of its size: it explicitly offers ongoing services to pension and profit‑sharing plans including participant education, runs paid and pro‑bono seminars and speaking engagements (with event fee structures disclosed), and discloses the use of client testimonials in advertising. The brochure also discloses that the firm’s principal holds CFP certification and maintains an insurance license in certain states, a practice the firm says it will manage and disclose to address potential conflicts related to commissionable products.