Benjamin Michael Allen
Financial advisor at Whitaker-Myers Wealth Managers, Ltd. · Dublin, OH
Last updated 2026-10-10
Claim your profileBenjamin Michael Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Dublin, OH, CRD 7974374. Licenses and exams on the registration: Series 65. IAPD registration began 2024-09-09.
Registration
- CRD number
- 7974374
- Registration status
- Active
- IAPD registration
- 2024-09-09
- Industry Experience
- 2 years
- Work Experience
- 10 years
- States registered
- OH, TX
Licenses and exams
- Series 65
Work history
- 2016-01 to 2017-10 · Citco Water · Huntington, WV
- 2017-10 to 2024-08 · Young Life · Columbus, OH
- 2024-08 to Present · Whitaker-Myers Wealth Managers, Ltd. · Dublin, OH
Current employment
- Whitaker-Myers Wealth Managers, Ltd. · Mansfield, OH
Whitaker-Myers Wealth Managers, Ltd.
- Regulatory AUM
- $850,611,601
- Registered advisors
- 16
- Offices
- 6
- Clients per advisor
- 216.1 (High)
- Average AUM per client
- $246K (Low)
- High-net-worth client ratio
- 4.8% (Low)
Whitaker-Myers Wealth Managers, Ltd.: advisors, services and reported ETF investments
About
Benjamin Michael Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Dublin, OH. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 10 years of reported work history. Reported roles include Young Life, Citco Water.
Whitaker-Myers Wealth Managers, Ltd.'s firm-level Form ADV reports 16 advisors across 6 offices; approximately 216.1 clients per advisor, average assets per client of $245,984, and regulatory AUM of $850.6M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $497.4M across 65 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Benjamin Michael Allen personally.
Reported ETF positions
Whitaker-Myers Wealth Managers reports 65 ETF positions worth $497.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| MOAT — VanEck Morningstar Wide Moat ETF | $44.8M |
| DBEF — Xtrackers MSCI EAFE Hedged Equity ETF | $38.8M |
| QQQM — Invesco NASDAQ 100 ETF | $37.4M |
| SPMO — Invesco S&P 500 Momentum ETF | $35.7M |
| SCHD — Schwab US Dividend Equity ETF | $33M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Whitaker-Myers Wealth Managers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $272.9K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $20.7M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | IMCG — iShares Morningstar Mid-Cap Growth ETF | $640.8K | Top 98.8% | Residual alpha +1.37% · Residual Sharpe 0.07 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $22M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Whitaker-Myers Wealth Managers, Ltd. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
5194 Blazer Parkway, Dublin, OH 43017
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (330) 345-5000
- Website: whitaker-myers.com
Official record
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