RIA Intel›Advisers›Texas›EDWARD ALLEN BENSON

EDWARD ALLEN BENSON

Advisory

TX

Data as of Dec 16, 2024 · Source: SEC Form ADV

Rank in TX

#1,884

of 2,813 advisers by AUM

Average account

$2M

across 23 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 16, 2024.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

BYRD CAPITAL MARKET ADVISERS INC

$38M

TAURSAS INVESTMENTS LLC

$38M

JAMES FRANKLIN FORRESTER, JR.

$38M

HAWKEYE PARTNERS, LP

$38M

CHESTNUT CREEK MANAGEMENT COMPANY LLC

WICHITA FALLS, TX

$38M

DESTEFANO WEALTH MANAGEMENT, LLC

$38M

Get the full picture on EDWARD ALLEN BENSON

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EDWARD ALLEN BENSON and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans