J. BENJAMIN FINANCIAL, LLC

J. BENJAMIN FINANCIAL, LLC of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 283990). Regulatory assets under management: $38.3M.

Registration

• CRD: 283990
• SEC file number: 801-107987
• Type: Registered investment adviser
• Location: 757 JOHNNIE DODDS BLVD, MOUNT PLEASANT, SC, 29464
• Phone: (843) 352-3262
• Latest filing: 2026-02-04
• Regulatory AUM: $38.3M
• Discretionary AUM: $35.9M
• Non-discretionary AUM: $2.4M
• Clients: 4
• Accounts: 361

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283990 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search