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Benning Financial Group, LLC (Fairfield)


Benning Financial Group, LLC is an adviser based in Fairfield. It manages $34.51 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.




Benning Financial Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Benning Financial Group: assets under management

The assets under management (AUM) of Benning Financial Group, LLC is $34.51 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $25.33 million in discretionary accounts and $9.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $305.92 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Benning Financial Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fairfield

The principal office where Benning Financial Group, LLC performs its advisory services is located at 2801 Waterman Blvd, Fairfield, CA 94534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-426-3700 or by fax 707-426-3794. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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