Benningfield Financial Advisors, LLC
● SEC registered since 2014CRD 134950SEC# 801-79441San Francisco, CA
Reg. AUM
$284.3M
Employees
3
Accounts
322
Location
San Francisco, CA
Benningfield Financial Advisors, LLC assets under management
Benningfield Financial Advisors, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2014. It reports $284.3 million in regulatory assets under management and employs 3 people.
Benningfield Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Milo Mark Benningfield Control | Managing Member And Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Benningfield Financial Advisors, LLC manage?
Benningfield Financial Advisors, LLC reports $284.3 million in regulatory assets under management on its Form ADV.
How many employees does Benningfield Financial Advisors, LLC have?
Benningfield Financial Advisors, LLC reports 3 employees.
Where is Benningfield Financial Advisors, LLC located?
Benningfield Financial Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2014.
Does Benningfield Financial Advisors, LLC disclose fund performance?
Benningfield Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1160 Battery Street East, Suite 100, San Francisco, CA 94111 |
| Phone | 415-561-6688 |
| Fax | 415-520-5800 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2053653 |
| Discloses disciplinary history | No |
Regulatory AUM
$284.3M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$284.3Mregulatory AUM
Discretionary $284.3M