RIA Intel›Advisers›Florida›BENEFIT CONCEPTS INC.

BENEFIT CONCEPTS INC.

Advisory

BOYNTON BEACH, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL

#2,324

of 2,610 advisers by AUM

Average account

$164K

across 31 accounts

AUM per adviser

$5M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$5M

Discretionary %

100%

Clients

33

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

WELLSPRING WEALTH MANAGEMENT, LLC

SARASOTA, FL

$5M

STONEWEALTH ADVISORS, LLC

CORAL GABLES, FL

$5M

HERON EQUITY MANAGEMENT, LLC

INDIALANTIC, FL

$5M

NEW PERSPECTIVE WEALTH MANAGEMENT

$5M

MARTIN CAPITAL MANAGEMENT LLC

$5M

BRICKELL INVESTMENTS & CO., LLC

$5M

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