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SCS
Legal name: BENSLER, LLC
CRD 310849File 801-119764
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.94B
Top 25% of cohort (national)
Discretionary AUM
$1.94B
Clients
2,493
4,107 accounts
Employees
46
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 9, 2020
- Principal office
- 10900 NE 8TH STREET, 15TH FLOOR - SUITE 1550, BELLEVUE, WA, 98004
- Phone
- 425-452-1222
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.94B
- Discretionary AUM
- $1.94B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,107
- Non-discretionary accounts
- 0
- Total accounts
- 4,107
- AUM per client
- $779K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 33 | $32.2M |
| Charitable organizations | 13 | $18.1M |
| High net worth individuals | 1,110 | $1.40B |
| Pension and profit sharing plans | 22 | $175.4M |
| Individuals (other than high net worth individuals) | 1,315 | $310.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
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.