Benning Financial Group, LLC

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.