BENNINGFIELD FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 134950
- Registered since
- March 28, 2014
- Website
- www.benningfieldadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.56%
- Charitable Organizations1.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Benningfield Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and on the SEC roster since 2014. The firm serves primarily individuals and families, offering financial planning and portfolio management for both private clients and smaller businesses. Its fee arrangements include asset-based fees alongside hourly and fixed-fee engagements, allowing flexibility across planning and discretionary management relationships. The adviser identifies as an active ESG investor and lists an affiliation with a law firm among its industry relationships. Ownership is held at the individual level rather than by a larger corporate or institutional owner. Benningfield does not describe itself as a capital allocator or pension consultant; its stated advisory focus centers on direct client planning and portfolio services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents11%
- Exchange Traded Equities4%
Contacts
3 of 3MILO BENNINGFIELD
Managing MemberCRD 4937721
RICHARD TRUONG
Client Service AssociateCRD 6277528
MICHAEL JOHNSON
Associate Investment AdvisorCRD 4513098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$114M in ETFs
56%
$63.4M
44%
$50.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $24.6M | 506,819 | 21.61% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1160 Battery St
- Time zone
- PT (UTC-8)
- Office locations
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