AdvizorPro

Benningfield Financial Advisors, LLC

Benningfield Financial Advisors, LLC. CRD 134950

Benningfield Financial Advisors, LLC logo

CRD: 134950

Benningfield Financial Advisors, LLC

SAN Francisco, CA, 94111
4155616688
www.benningfieldadvisors.com
$284.3M Total AUM
$284.3M Disc. AUM
13.4% 3Y CAGR
3 Employees
49 ADV. Clients
14 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS ยท Fiduciary Trust
Clients
Retail and Institutional
Platforms
Atlas
Established Date
05-08-2012
Office Locations
1

Office Locations

1160 Battery Street East, Suite 100 SAN Francisco CA

About Benningfield Financial Advisors, LLC

Benningfield Financial Advisors is a San Francisco RIA providing highly personalized investment management and comprehensive financial planning for families and individuals, including retirement and Social Security, estate planning, and education funding guidance. Portfolios commonly use public funds and ETFs, with custody through Fidelity/NFS. The team also publishes market and planning commentary for clients.

Team overview

50 AVG AGE
$94.8M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
10.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age

Insights

See the complete signal summary connected to capital.
Premium access reveals conviction themes in delta catalyst.
See the complete signal summary connected to unison.
Open the full profile to inspect shifts in zenith horizon.
Full visibility includes strategy notes for frontier capital insight.
Open the full profile to inspect shifts in pioneer delta.
Full visibility includes strategy notes for optima frontier.
Open the full profile to inspect shifts in prime delta.

Asset Classes

Atlas peak Ridge

Client Personas

Vector

Custodian

Focus Momentum peak

Investment Themes

Vertex Timber north Quantum ember Element

Investment Vehicles

Glacier Alpha

Services

Oak delta Bridge crest Ridge pathway Crest delta Fusion Atlas Fusion oak Bridge

Technology

Focus

Owner & Executives

MILO MARK BENNINGFIELD

MILO MARK BENNINGFIELD

Chief Compliance Officer, Financial Advisor, Managing Member

CRD
#4937721
Ownership
75% or more
(773) 702-8443
vertex.vertex@fusioncapital.com
in linkedin.com/in/radial-matrix

Showing 1 of 1 owners & executives

Unlock all

Contacts

M

MICHAEL JAMES JOHNSON

Associate Investment Advisor

CRD
#4513098
(710) 932-2088
quantum.catalyst@unisoncapital.com
in linkedin.com/in/horizon-oak
R

RICHARD TRUONG

Client Service Associate

CRD
#6277528
(428) 875-1628
pathway.quantum@momentumcapital.com
in linkedin.com/in/legacy-peak

Showing 2 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-30-2022
02-15-2023
02-15-2024
01-31-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $284,296,156 $882,907
Non-Discretionary $0 --
Total $284,296,156 $882,907

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $284,296,156

$284.3M Total SMA
Public Funds:
22.9%
Cash:
20.9%
Equity - Exchange:
56.2%
Asset class Assets Assets %
Public Funds $584,416,230 22.9%
Cash $533,375,512 20.9%
Equity - Exchange $1,434,244,199 56.2%
Total $2,552,035,941 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PRIME SUMMIT MATRIX PIONEER 1CIP1QY91 CJF 4.98% $107,494,413
SIGNAL LEGACY FUSION VERTEX GVI9RPWYT IEVQ 4.88% $45,047,574
PRIME FOCUS FRONTIER MERIDIAN EMBER 5PJHWYJ04 KMY 6.70% $95,876,828
BRIDGE OAK HARBOR RIDGE VGI2GJAGA KFV 6.91% $14,029,581
ALPHA HARBOR MATRIX SUMMIT KM7CTU4OI UKBTJ 10.52% $51,522,237
FOUNDATION FOUNDATION HORIZON GLACIER ZE4PE61IS QEJN 10.31% $4,786,618
VALUE BRIDGE BRIDGE MATRIX ZD6XQYNHE GVCN 11.54% $72,410,360
FRONTIER RIDGE VECTOR GLACIER ELEMENT SN4PU4NFX TQZS 4.47% $83,139,681

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform