# BENEDETTI FINANCIAL, INC.

BENEDETTI FINANCIAL, INC. of SANTA MARIA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 134598
- Type: SEC-registered investment adviser
- Location: 2151 S. COLLEGE DR, SANTA MARIA, CA, 93455
- Phone: 805-922-4881
- Latest filing: 2026-03-24
- Regulatory AUM: $114.4M
- Discretionary AUM: $4.5M
- Non-discretionary AUM: $109.9M
- Clients: 2
- Accounts: 1,065

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134598/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134598/similar
- Related entities: https://search.stillhousedata.com/firm/134598/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134598

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.