BENNING FINANCIAL GROUP, LLC

Overview

Benning Financial Group, LLC is a small, privately owned registered investment adviser that focuses on fee-based portfolio management for individuals, families and small businesses, with some work for institutional clients. The firm charges a percentage-of-AUM fee and provides both day-to-day portfolio management and pension consulting services. Investment activity tilts toward public equities—exchange-traded securities are the single largest sleeve—but the firm supplements equity exposure with mutual funds, corporate debt and targeted real-estate allocations run through third‑party managers. Benning Financial Group does not position itself as an ESG-active investor and operates primarily within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices