Benjamin Borchardt
Investment adviser representative at Private Capital Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Private Capital Management, LLCFeb 2023 to now
- Carnes Capital CorporationFeb 2023 to now
- Solas Wealth LLCJul 2021 to Jan 2023
- Pruco SecuritiesAug 2020 to Jul 2021
- Sharon Brimmer AgencyAug 2020 to Jul 2021
- UnemployedJun 2020 to Aug 2020
- Ameriprise Financial Services, Inc.Jun 2018 to Jun 2020
- Minnesota DailyMay 2017 to Jun 2018
- University of Minnesota Twin CitiesNov 2016 to May 2017
- US BankFeb 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Private Capital Management
Legal name: Private Capital Management, LLC
$1.4BAssets managed
461Clients
10Advisers
13 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
- 6966462
- Firm CRD
- 169172