BENCHMARK INVESTMENT ADVISORS LLC
CRD #159705 SEC #801-73022 CHICAGO, IL 312-552-9595
SEC Registered
Total AUM
$305.3M
Discretionary
$305.3M
Employees
4
Clients
101
Accounts
112
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $305.3M | $305.3M | $0 | 4 | 0 |
| Mar 2025 | $305.3M | $305.3M | $0 | 4 | 0 |
| Dec 2024 | $270.2M | $270.2M | $0 | 4 | 0 |
| Mar 2024 | $270.2M | $270.2M | $0 | 4 | 0 |
| Sep 2023 | $211M | $211M | $0 | 4 | 0 |
| Jul 2023 | $211M | $211M | $0 | 4 | 0 |
| Mar 2023 | $211M | $211M | $0 | 4 | 0 |
| Mar 2022 | $247.9M | $247.9M | $0 | 4 | 0 |
| Mar 2021 | $262.8M | $262.8M | $0 | 3 | 0 |
| Jul 2020 | $212M | $212M | $0 | 6 | 0 |
| Jun 2020 | $212M | $212M | $0 | 6 | 0 |
| Mar 2020 | $212M | $212M | $0 | 6 | 0 |
| Mar 2019 | $200M | $200M | $0 | 5 | 0 |
| Mar 2019 | $200M | $200M | $0 | 5 | 0 |
| Nov 2018 | $163.7M | $163.7M | $0 | 5 | 0 |
| Sep 2018 | $163.7M | $163.7M | $0 | 5 | 0 |
| Aug 2018 | $163.7M | $163.7M | $0 | 5 | 0 |
| Aug 2018 | $163.7M | $163.7M | $0 | 5 | 0 |
| Jul 2018 | $163.7M | $163.7M | $0 | 4 | 0 |
| Jun 2018 | $163.7M | $163.7M | $0 | 4 | 0 |
| Mar 2018 | $163.7M | $163.7M | $0 | 4 | 0 |
| Nov 2017 | $153.7M | $153.7M | $0 | 7 | 120 |
| Jun 2017 | $153.7M | $153.7M | $0 | 7 | 26 |
| Mar 2017 | $153.7M | $153.7M | $0 | 7 | 26 |
| Mar 2017 | $169.1M | $169.1M | $0 | 7 | 26 |
| Mar 2016 | $169.1M | $169.1M | $0 | 7 | 26 |
| Mar 2015 | $153M | $153M | $0 | 7 | 26 |
| Nov 2014 | $155.2M | $155.2M | $0 | 7 | 26 |
| Oct 2014 | $155.2M | $155.2M | $0 | 7 | 26 |
| Mar 2014 | $155.2M | $155.2M | $0 | 9 | 26 |
| Dec 2013 | $143.1M | $143.1M | $0 | 4 | 26 |
| Oct 2013 | $143.1M | $143.1M | $0 | 4 | 26 |
| Mar 2013 | $143.1M | $143.1M | $0 | 2 | 26 |
| Apr 2012 | $58.4M | $58.4M | $0 | -- | 26 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
DateAug 2025
Total AUM$305.3M
Discretionary$305.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$305.3M
Discretionary$305.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$247.9M
Discretionary$247.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$262.8M
Discretionary$262.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees7
Clients120
DateJun 2017
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees7
Clients26
DateMar 2017
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees7
Clients26
DateMar 2017
Total AUM$169.1M
Discretionary$169.1M
Non-Disc.$0
Employees7
Clients26
DateMar 2016
Total AUM$169.1M
Discretionary$169.1M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees7
Clients26
DateNov 2014
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees7
Clients26
DateOct 2014
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees9
Clients26
DateDec 2013
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees4
Clients26
DateOct 2013
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees2
Clients26
DateApr 2012
Total AUM$58.4M
Discretionary$58.4M
Non-Disc.$0
Employees--
Clients26
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0