$95.0M Total AUM
$95.0M Disc. AUM
-- 3Y CAGR
1 Employees
93 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Insight primeValue frontier
- Established Date
- 10-29-2002
- Office Locations
- 1
Office Locations
560 First Street Suite C-107 Benicia CA
About Benning Financial Group, LLC
Benning Financial Group, LLC is a Benicia, CA RIA providing financial planning and trusted advice for individuals and business owners, including business planning and planning for the unexpected. Portfolios focus on asset allocation using ETFs and select alternative strategies (e.g., private credit/real estate) alongside traditional vehicles. Custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$95.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
23.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
Harbor Matrix glacier Delta Radial Legacy
Client Personas
Beacon momentum Peak unison
Custodian
Peak meridian Element Summit element
Investment Themes
Peak oak
Investment Vehicles
Matrix
Services
Unison Ember north Alpha oak Capital Momentum eagle Radial eagle Horizon value Insight
Technology
Bridge eagle Ridge
Owner & Executives
R
RANDY CHARLES BENNING
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2280167
- Ownership
- 75% or more
(274) 558-9270
summit.fusion@atlascapital.com
in linkedin.com/in/beacon-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,008,416 | $146,405 |
| Non-Discretionary | $0 | $305,918 |
| Total | $95,008,416 | $169,978 |
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Separately Managed Accounts
Total SMA Asset: $95,008,416
Equity - Exchange:
22.9% Cash:
10.8% Equity - OTC:
26.5% Public Funds:
9.6% U.S. Government/Agency:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,167,818,315 | 22.9% |
| Cash | $550,761,476 | 10.8% |
| Equity - OTC | $1,351,405,474 | 26.5% |
| Public Funds | $489,565,757 | 9.6% |
| U.S. Government/Agency | $1,540,092,276 | 30.2% |
| Total | $5,099,643,298 | 100.0% |