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| Keyboard |
| Benningfield Financial Advisors LLC
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|---|---|
| CRD # | 134950 |
| SEC # | 801-79441 |
| CIK # | 0002053653 |
| AUM | 284.3 M (2026-02-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 415-561-6688 |
| Address | 1160 Battery Street East, Suite 100 San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 12.8 | ||
| Caterpillar Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 280.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 322 | 284.3 |
| By Discretionary | ||
| Discretionary | 322 | 284.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 322 | 284.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.3 | |
| Total | 322 | 284.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053653] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Paul J Glashofer Enterprises Inc
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The Foundry Financial Group Inc
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Freeman Will & Niemeier Inc
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Smith Brown & Groover Inc
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GA | 284.2 M |
|
Cane Capital Partners LLC
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|
Bespoke Advisory LLC
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Griffin Family Partners LLC
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283.9 M |