BENNINGFIELD FINANCIAL ADVISORS, LLC
CRD #134950 SEC #801-79441 SAN FRANCISCO, CA 415-561-6688
SEC Registered
Total AUM
$235.8M
Discretionary
$235.8M
Employees
3
Clients
26
Accounts
316
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $235.8M | $235.8M | $0 | 3 | 0 |
| Feb 2024 | $215.4M | $215.4M | $0 | 3 | 0 |
| Feb 2023 | $197M | $197M | $0 | 3 | 0 |
| Apr 2022 | $216.2M | $216.2M | $0 | 3 | 0 |
| Mar 2022 | $216.2M | $216.2M | $0 | 3 | 0 |
| Jan 2021 | $181M | $181M | $0 | 3 | 0 |
| Jan 2021 | $181M | $181M | $0 | 3 | 0 |
| Jun 2020 | $156.8M | $156.8M | $0 | 3 | 0 |
| Mar 2020 | $156.8M | $156.8M | $0 | 3 | 0 |
| Mar 2019 | $146.7M | $146.7M | $0 | 3 | 0 |
| Dec 2018 | $154.8M | $154.8M | $0 | 2 | 0 |
| Mar 2018 | $154.8M | $154.8M | $0 | 2 | 0 |
| May 2017 | $138.3M | $138.3M | $0 | 3 | 26 |
| Feb 2017 | $138.3M | $138.3M | $0 | 3 | 26 |
| Feb 2016 | $125.7M | $125.7M | $0 | 3 | 26 |
| Apr 2015 | $122.9M | $122.9M | $0 | 3 | 26 |
| Mar 2015 | $122.9M | $122.9M | $0 | 3 | 26 |
| Apr 2014 | $107.7M | $107.7M | $0 | 2 | 26 |
| Mar 2014 | $107.7M | $107.7M | $0 | 2 | 26 |
| May 2012 | $74.8M | $74.8M | $0 | 1 | 26 |
| Apr 2012 | $74.8M | $74.8M | $0 | 1 | 26 |
| Mar 2012 | $74.8M | $74.8M | $0 | 1 | 26 |
| Mar 2011 | $61.3M | $61.3M | $0 | 5 | -- |
| Mar 2009 | $34M | $34M | $0 | 5 | -- |
| Dec 2007 | $36.3M | $36.3M | $0 | 5 | -- |
| Dec 2007 | $36.3M | $36.3M | $0 | 5 | -- |
DateJan 2025
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$215.4M
Discretionary$215.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$216.2M
Discretionary$216.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$216.2M
Discretionary$216.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$156.8M
Discretionary$156.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees3
Clients26
DateFeb 2017
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees3
Clients26
DateFeb 2016
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees3
Clients26
DateApr 2015
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees3
Clients26
DateApr 2014
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees2
Clients26
DateMay 2012
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees5
Clients--