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L. K. BENSON & COMPANY, P.C.
CRD 107908File 801-48099
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$446.2M
Below cohort median (national)
Discretionary AUM
$400.2M
Non-discretionary $46.0M
Clients
103
467 accounts
Employees
9
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 23, 1994
- Principal office
- 9690 DEERECO ROAD, SUITE 430, TIMONIUM, MD, 21093
- Phone
- (410) 494-6680
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $446.2M
- Discretionary AUM
- $400.2M
- Non-discretionary AUM
- $46.0M
- Discretionary accounts
- 440
- Non-discretionary accounts
- 27
- Total accounts
- 467
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $430.3M |
| Individuals (other than high net worth individuals) | 28 | $15.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.