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BENEDICT FINANCIAL ADVISORS, INC.
CRD 116690 · SEC 801-77715
6000 LAKE FORREST DRIVE, SUITE 550, ATLANTA, GA, 30328-5901, United States
Phone
770-671-8228
Fax
770-671-0232
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$529.4M
Discretionary AUM
$529.4M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $71.0M |
| High net worth individuals | 162 | $448.4M |
| Pension/profit sharing plans | 1 | $7.3M |
| Charitable organizations | 5 | $2.6M |
States served
GA, MI, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD