# Benning Financial Group, LLC

> Benning Financial Group, LLC is a state-registered investment advisory firm in Benicia, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 136256
- Filed as: BENNING FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Benicia, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136256
- AdvisorCensus page: https://advisorcensus.com/firm/benning-financial-group-llc-benicia-ca-136256

## Quick answers

**How is Benning Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Benning Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Benning Financial Group, LLC located?**
Benning Financial Group, LLC's principal office is in Benicia, CA, according to its Form ADV.

**Is Benning Financial Group, LLC registered with the SEC or a state?**
Benning Financial Group, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 136256.

**How much does Benning Financial Group, LLC manage?**
Benning Financial Group, LLC reports $95,008,416 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Benning Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (26); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Benning Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136256

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $95,008,416
- Discretionary: $95,008,416
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $22,209,116 |
| High net worth individuals | 26 | $65,505,093 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,693,346 |
| Corporations or other businesses not listed above | 2 | $600,861 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- benningfinancial.com
- LinkedIn @randy-benning-18499560

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benning Financial Group, LLC (CRD 136256): Form ADV filing data as of October 2026.