RIA Intel›Advisers›Florida›BENEVOLENT PLANNING INC.

BENEVOLENT PLANNING INC.

Advisory

FL

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in FL

#2,187

of 2,610 advisers by AUM

Average account

$667K

across 15 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

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

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.

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VL CAPITAL MANAGEMENT LLC

$10M

AEGIS INVESTMENTS, LLC

DELRAY BEACH, FL

$10M

A.E. LAUFER FINANCIAL SERVICES, INC.

FT LAUDERDALE, FL

$10M

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