BENHAM ADVISORY GROUP

BENHAM ADVISORY GROUP of GREENWOOD, IN is an SEC-registered investment adviser (CRD 331926). Regulatory assets under management: $94.4M.

Registration

• CRD: 331926
• Type: Registered investment adviser
• Location: 3147W SMITH VALLEY ROAD, GREENWOOD, IN, 46142
• Phone: 317-300-1674
• Latest filing: 2026-02-04
• Regulatory AUM: $94.4M
• Discretionary AUM: $94.4M
• Clients: 2
• Accounts: 698

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331926 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search