BENNINGFIELD FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$284M
Discretionary
$284M
100% of AUM
Avg account
$883K
Accounts
322
Employees
3
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
134950
Registered since
March 28, 2014
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Cash & Cash Equivalents 11%, Exchange Traded Equities 4%85%
  • Public Funds/Mutual Funds85%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities4%

Contacts

3 of 3
  • MILO BENNINGFIELD

    Managing MemberCRD 4937721

  • RICHARD TRUONG

    Client Service AssociateCRD 6277528

  • MICHAEL JOHNSON

    Associate Investment AdvisorCRD 4513098

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$114M in ETFs

Passive

56%

$63.4M

Active

44%

$50.2M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV)DimensionalActiveLarge Value$24.6M506,81921.61%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth