Data / Investment advisers / California / Benningfield Financial Advisors, LLC
Benningfield Financial Advisors, LLC, San Francisco, CA: $284 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Benningfield Financial Advisors, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $284 million in regulatory assets under management in its Form ADV filed February 9, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 134950
- SEC file number
- 801-79441
- SEC status
- Approved, effective March 28, 2014
- Main office
- 1160 Battery Street East, Suite 100, San Francisco, CA 94111
- Phone
- (415) 561-6688
- Regulatory AUM
- $284,296,156 in the Form ADV filed February 9, 2026
- Discretionary AUM
- $284,296,156
- Accounts
- 322
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $280.2 million |
| Charitable organizations | Fewer than 5 | $4.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $284.3 million | February 9, 2026 |
| December 1, 2025 | $235.8 million | January 31, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Islander Capital Partners, L.P. | San Francisco | $345 million | 1 | adviserinfo.sec.gov |
| Abra Capital Management, LP | San Francisco | $334.7 million | 2 | adviserinfo.sec.gov |
| Checkpoint Capital L.P. | San Francisco | $333.8 million | 1 | adviserinfo.sec.gov |
| Garrison Point Capital, LLC | San Francisco | $315.5 million | Not listed | adviserinfo.sec.gov |
| Vila, LLC | San Francisco | $286.5 million | 2 | adviserinfo.sec.gov |
| Fathom Point Capital LLC | San Francisco | $280 million | 2 | adviserinfo.sec.gov |
| Kurv Investment Management LLC | San Francisco | $279.2 million | Not listed | adviserinfo.sec.gov |
| Karl Kapital | San Francisco | $268.4 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Benningfield Financial Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.