BENJAMINS MONEY

Legal name: 1787FP INVESTMENT SERVICES, LLC

CRD 328273File 801-129191

APPROVED

Retail clients

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$9.1M

Bottom 25% of cohort (national)

Discretionary AUM

$9.1M

Clients

13 accounts

Employees

Bottom 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Mar 1, 2024
Principal office: 7918 JONES BRANCH DR., 4TH FLOOR, MCLEAN, VA, 22102
Phone: (240) 395-4455
Website: https://twitter.com/1787fp?lang=en

Assets & accounts

ADV Item 5F

Total regulatory AUM: $9.1M
Discretionary AUM: $9.1M
Non-discretionary AUM: $0
Discretionary accounts: 13
Non-discretionary accounts: 0
Total accounts: 13
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	5	$9.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SOFTWARE & FINANCIAL PLANNING FEES RETAINER FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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

This 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.