David Swisher
Benchmark Capital Group · Galena, Illinois
David Swisher is a fee-only financial advisor at Benchmark Capital Group in Galena, Illinois, who holds the CFP credential. Benchmark Capital Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Benchmark Capital Group |
|---|---|
| Based in | Galena, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $173.6M across 383 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 2266323 |
| Exams passed | Series 63 (1992) · Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.benchmarkcapitalgroup.com |
How David's firm compares
- Benchmark Capital Group's average account is about $453,000, from its Form ADV (assets managed divided by 383 accounts).
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Questions about David
Is David Swisher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Benchmark Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Benchmark Capital Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Swisher based?
David Swisher is based in Galena, Illinois.
What credentials does David Swisher hold?
David Swisher holds the CFP credential.
Is David Swisher registered with the SEC?
Yes. David Swisher is registered as an investment adviser representative in IL and TX (CRD 2266323), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Benchmark Capital Group manage?
Benchmark Capital Group reports $173.6M across 383 accounts in assets under management.
How do I contact David Swisher?
Through David's website, www.benchmarkcapitalgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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