David William Swisher
Investment adviser representative at Benchmark Capital Group Ltd.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$173.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Benchmark Capital Group Ltd.Dec 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Benchmark Capital Group Ltd.
$173.6MAssets managed
166Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2266323
- Firm CRD
- 123698