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Fee-only adviser · Galena, IL

Benchmark Capital Group Ltd.

From SEC and state Form ADV filingsUpdated 2026-11-07

Benchmark Capital Group Ltd. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Galena, Illinois. On its latest Form ADV, filed October 27, 2026, it reports $174M in regulatory assets under management, 166 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

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Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number123698 · SEC file 801-120729
Office228 N. Bench Street
Galena, IL 61036
Phone(815) 777-0600
Websitewww.benchmarkcapitalgroup.com
Regulatory assets under management$174M ($170M discretionary)
Individual clients113 non-high-net-worth, 53 high-net-worth
Financial planning clients26-50
How it chargesPercentage of assets, Hourly, Fixed fee
ServicesFinancial planning, Portfolio management
Employees3
Disciplinary disclosuresNone reported
Latest Form ADV filingOctober 27, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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