Benning Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$87,714,209
Clients
89
Advisors
1
of 1 employees
About
Benning Financial Group manages approximately $95 million in client assets and provides investment advisory and consulting services to individuals (including high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and corporations. The firm offers continuous investment supervisory services (individual portfolio management) on a discretionary basis and also provides focused consulting engagements such as 1031 exchange advice and business succession planning.
The firm’s investment process uses fundamental and cyclical analysis and employs a mix of long‑term, short‑term and trading strategies, including option strategies and other derivatives used in separately managed accounts to hedge or express market views. Portfolios can include traditional equities and bonds as well as alternative investments such as REITs, business development companies, and private LP/LLC offerings, and client accounts are reviewed at least quarterly.
Compared with many independent advisers, the firm’s client mix and service set is broader than typical for a solo independent adviser, notably including corporate clients and pension/profit‑sharing plans and offering pension consulting and ERISA fiduciary services. The firm also discloses insurance licensing and other non‑advisory activities and describes processes to address related conflicts of interest and supervisory oversight.
Client services
Expertise
Fee options
Consulting fees starting at $2,500
$0 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000+: 1.25%
Insurance products implemented by firm personnel receive separate customary commissions
Account minimum: $500,000
Main office
560 First Street, Suite C 107
Benicia CA 94510
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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