Caleb Lee Ray
Investment adviser representative at Benchmark Financial, LLC
13 yearsExperience
2 statesRegistered in
$131.6MFirm assets
1 yearFirm in business
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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
13 years in the industry.
- Benchmark Financial, LLCJul 2024 to now
- The Vanguard Group, Inc.Jun 2023 to Jul 2024
- The Home DepotMay 2021 to Jul 2021
- University of GeorgiaAug 2020 to May 2023
- University of Georgia Student Veteran Resource CenterAug 2020 to May 2022
- UnemployedApr 2020 to Aug 2020
- Hiawassee SeafoodFeb 2020 to Apr 2020
- United States Air ForceApr 2013 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (DE, TX).
Benchmark Financial, LLC
$131.6MAssets managed
90Clients
4Advisers
1 yearIn 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
- 7727049
- Firm CRD
- 297443