Benham Advisory Group

BENHAM ADVISORY GROUP is an SEC-registered investment adviser in GREENWOOD, IN. The firm manages $94 million in regulatory assets.

Benham Advisory Group

BENHAM ADVISORY GROUP is an SEC-registered investment adviser in GREENWOOD, IN. The firm manages $94 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Where does the underlying wealth of Benham Advisory Group come from?

The family's wealth primarily originates from David and Jason Benham's ownership and operation of one of the largest RE/MAX franchise territories in the United States. The brothers expanded their residential real estate brokerage business significantly before selling the franchise territories. This liquidity event, combined with ongoing entrepreneurial ventures and speaking engagements, forms the capital base managed by the family office.

Does Benham Advisory Group accept outside capital?

No, Benham Advisory Group is structured as a single-family office and does not solicit or manage outside capital. The firm exclusively manages the assets of the Benham family principals and their related entities. Its investment activities are not marketed to institutional allocators or individual accredited investors.

What is Benham Advisory Group's investment focus?

The firm concentrates on direct real estate investments, particularly multifamily and commercial properties in the Southeastern US, private equity stakes in small to mid-market operating companies, and a portfolio of public market securities. The investment strategy is shaped by the principals' deep operational background in real estate franchising and a commitment to faith-based ethical screens that exclude industries such as alcohol, gambling, and certain entertainment verticals.

How is the Benham family office related to RE/MAX?

David and Jason Benham are not founders of RE/MAX corporate but were among its most significant franchisees, building a large brokerage network under the RE/MAX brand. Their wealth was generated through the operation and eventual sale of these franchise territories, not through ownership of the parent company. The family office is legally and operationally separate from RE/MAX Holdings, Inc.

What investment stages does Benham Advisory Group typically target?

The firm does not operate a conventional venture capital or growth equity fund, so stage classifications are not formally disclosed. Public records suggest the private equity approach targets profitable, established small-to-mid-sized companies where the principals' operational expertise can add value. Real estate investments span both development and income-producing stabilized assets.

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