L. K. BENSON & COMPANY, P.C.
CRD #107908 SEC #801-48099 TIMONIUM, MD (410) 494-6680
SEC Registered
Total AUM
$369.1M
Discretionary
$322.2M
Employees
9
Clients
26
Accounts
428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $369.1M | $322.2M | $47M | 9 | 34 |
| Mar 2025 | $369.1M | $322.2M | $47M | 9 | 34 |
| Mar 2024 | $277.1M | $243.4M | $33.7M | 9 | 32 |
| Sep 2023 | $258.3M | $229M | $29.3M | 9 | 29 |
| Mar 2023 | $258.3M | $229M | $29.3M | 9 | 29 |
| Mar 2023 | $258.3M | $229M | $29.3M | 9 | 29 |
| Mar 2022 | $236.7M | $230.7M | $6M | 9 | 38 |
| Mar 2021 | $190.5M | $190.5M | $0 | 9 | 49 |
| Jun 2020 | $164.4M | $164.4M | $0 | 10 | 37 |
| Mar 2020 | $164.4M | $164.4M | $0 | 10 | 37 |
| Jul 2019 | $320.5M | $235.2M | $85.3M | 10 | 83 |
| Mar 2019 | $320.5M | $235.2M | $85.3M | 10 | 83 |
| Mar 2018 | $272.2M | $237.9M | $34.3M | 8 | 0 |
| Mar 2017 | $227.3M | $0 | $227.3M | 8 | 26 |
| Mar 2017 | $218.2M | $0 | $218.2M | 8 | 26 |
| Mar 2016 | $219.1M | $0 | $219.1M | 8 | 26 |
| Mar 2015 | $222.4M | $0 | $222.4M | 6 | 26 |
| Jun 2014 | $201.2M | $0 | $201.2M | 5 | 26 |
| Mar 2014 | $201.2M | $0 | $201.2M | 5 | 26 |
| Mar 2013 | $206.5M | $0 | $206.5M | 4 | 26 |
| Jan 2013 | $174.2M | $0 | $174.2M | 4 | 26 |
| Mar 2012 | $174.2M | $0 | $174.2M | 1 | 26 |
| Mar 2011 | $25.2M | $0 | $25.2M | 5 | -- |
| Mar 2010 | $30.4M | $0 | $30.4M | 5 | -- |
| Oct 2009 | $29.5M | $0 | $29.5M | 5 | -- |
| Feb 2009 | $29.5M | $0 | $29.5M | 5 | -- |
| Mar 2008 | $35M | $0 | $35M | 5 | -- |
| Mar 2007 | $36.4M | $0 | $36.4M | 5 | -- |
| Mar 2007 | $36.4M | $0 | $36.4M | 5 | -- |
| Mar 2006 | $157M | $0 | $157M | 5 | -- |
| Sep 2005 | $157M | $0 | $157M | 5 | -- |
| Feb 2005 | $135M | $0 | $135M | 5 | -- |
| Apr 2002 | $160M | $0 | $160M | 5 | -- |
DateAug 2025
Total AUM$369.1M
Discretionary$322.2M
Non-Disc.$47M
Employees9
Clients34
DateMar 2025
Total AUM$369.1M
Discretionary$322.2M
Non-Disc.$47M
Employees9
Clients34
DateMar 2024
Total AUM$277.1M
Discretionary$243.4M
Non-Disc.$33.7M
Employees9
Clients32
DateSep 2023
Total AUM$258.3M
Discretionary$229M
Non-Disc.$29.3M
Employees9
Clients29
DateMar 2023
Total AUM$258.3M
Discretionary$229M
Non-Disc.$29.3M
Employees9
Clients29
DateMar 2023
Total AUM$258.3M
Discretionary$229M
Non-Disc.$29.3M
Employees9
Clients29
DateMar 2022
Total AUM$236.7M
Discretionary$230.7M
Non-Disc.$6M
Employees9
Clients38
DateMar 2021
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees9
Clients49
DateJun 2020
Total AUM$164.4M
Discretionary$164.4M
Non-Disc.$0
Employees10
Clients37
DateMar 2020
Total AUM$164.4M
Discretionary$164.4M
Non-Disc.$0
Employees10
Clients37
DateJul 2019
Total AUM$320.5M
Discretionary$235.2M
Non-Disc.$85.3M
Employees10
Clients83
DateMar 2019
Total AUM$320.5M
Discretionary$235.2M
Non-Disc.$85.3M
Employees10
Clients83
DateMar 2018
Total AUM$272.2M
Discretionary$237.9M
Non-Disc.$34.3M
Employees8
Clients0
DateMar 2017
Total AUM$227.3M
Discretionary$0
Non-Disc.$227.3M
Employees8
Clients26
DateMar 2017
Total AUM$218.2M
Discretionary$0
Non-Disc.$218.2M
Employees8
Clients26
DateMar 2016
Total AUM$219.1M
Discretionary$0
Non-Disc.$219.1M
Employees8
Clients26
DateMar 2015
Total AUM$222.4M
Discretionary$0
Non-Disc.$222.4M
Employees6
Clients26
DateJun 2014
Total AUM$201.2M
Discretionary$0
Non-Disc.$201.2M
Employees5
Clients26
DateMar 2014
Total AUM$201.2M
Discretionary$0
Non-Disc.$201.2M
Employees5
Clients26
DateMar 2013
Total AUM$206.5M
Discretionary$0
Non-Disc.$206.5M
Employees4
Clients26
DateJan 2013
Total AUM$174.2M
Discretionary$0
Non-Disc.$174.2M
Employees4
Clients26
DateMar 2012
Total AUM$174.2M
Discretionary$0
Non-Disc.$174.2M
Employees1
Clients26
DateMar 2011
Total AUM$25.2M
Discretionary$0
Non-Disc.$25.2M
Employees5
Clients--
DateMar 2010
Total AUM$30.4M
Discretionary$0
Non-Disc.$30.4M
Employees5
Clients--
DateOct 2009
Total AUM$29.5M
Discretionary$0
Non-Disc.$29.5M
Employees5
Clients--
DateFeb 2009
Total AUM$29.5M
Discretionary$0
Non-Disc.$29.5M
Employees5
Clients--
DateMar 2008
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateMar 2007
Total AUM$36.4M
Discretionary$0
Non-Disc.$36.4M
Employees5
Clients--
DateMar 2007
Total AUM$36.4M
Discretionary$0
Non-Disc.$36.4M
Employees5
Clients--
DateMar 2006
Total AUM$157M
Discretionary$0
Non-Disc.$157M
Employees5
Clients--
DateSep 2005
Total AUM$157M
Discretionary$0
Non-Disc.$157M
Employees5
Clients--
DateFeb 2005
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees5
Clients--
DateApr 2002
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees5
Clients--