Benningfield Financial Advisors, LLC
Benningfield Financial Advisors, LLC is an SEC-registered ria in San Francisco, CA with $284.3M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Benningfield Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134950, SEC 801-79441, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $284.3M (2026-02-09)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 3
- Clients
- 48
- CRD
- 134950
- Ownership
- BENNINGFIELD, MILO, MARK
How much AUM does Benningfield Financial Advisors, LLC have?
Benningfield Financial Advisors, LLC reported $284.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Benningfield Financial Advisors, LLC?
Disclosed owners and executives of Benningfield Financial Advisors, LLC include BENNINGFIELD, MILO, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.