Joshua A. Benson

DISHMI CAPITAL

PASADENA, CA 91101

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CRD#: 4852775

Professional summary

Joshua Alan Benson, who also goes by Josh Alan Benson, is a registered financial advisor currently at DISHMI CAPITAL, LLC located in Pasadena, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Joshua has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Josh Alan Benson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Alan Benson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 29, 2026 - Present

DISHMI CAPITAL, LLC

Office #1: 251 South Lake Ave Suite 800, Pasadena, CA 91101

RIA

CRD#: 336392

PASADENA, CA

Past

July 13, 2006 - April 18, 2008

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

LAGUNA BEACH, CA

Past

July 13, 2006 - April 18, 2008

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

LAGUNA BEACH, CA

Past

November 1, 2004 - November 4, 2005

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

IRVINE, CA

Past

November 1, 2004 - November 4, 2005

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DISHMI CAPITAL, LLC

CRD#: 336392 / SEC#: 801-132899

RIA

Registered Investment Advisory firm - (5/30/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/12/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/29/2004

General Securities Representative Examination

Current Firm

DISHMI CAPITAL, LLC

CRD#: 336392 / SEC#: 801-132899

RIA

Registered Investment Advisory firm - (5/30/2025 Approved)

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Contact information

Main Address

251 South Lake Ave Suite 800, Pasadena, CA 91101

Mailing Address

Phone number

(323) 835-5560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A WRAP FEE BROCHURE (12/16/2025)

FORM ADV PART 2A FIRM BROCHURE (12/16/2025)

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 144,154,128

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joshua A. Benson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Alan Benson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

DISHMI CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2026

Series 66

Date: 10/12/2004

Series 7

Date: 10/29/2004

Current Firm

DISHMI CAPITAL, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DISHMI CAPITAL, LLC

TRUST BUT VERIFY

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