Benningfield Financial Advisors, LLC
Benningfield Financial Advisors, LLC is an SEC-registered, fee-only investment advisory firm headquartered in San Francisco, California. Founded to serve individuals and families facing financial complexity, they act as fiduciaries to their clients, emphasizing personal attention and long-term relationships. The firm employs a small team and maintains a limited number of client engagements to foster deep alignment and trust. Benningfield provides investment management, estate planning, tax guidance, and insurance advice for clients including professionals, retirees, business owners, and those facing major life transitions.
Investment Strategy
The firm’s investment approach is grounded in clients’ personal goals, structuring portfolios based on individualized objectives. Benningfield believes in global diversification to manage risk, minimizing investment costs and tax exposure, and keeping portfolio turnover low. The firm advocates long-term investment intentions, helping clients maintain discipline through short-term market fluctuations. Planning is tailored, adaptive, and focuses on implementation, acknowledging that clients’ plans and financial circumstances will evolve and require ongoing attention.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUV | DIMENSIONAL ETF TRUST | 17.53% | $20.3M | 480,296 | $40.99 | $42.28 | +$1.5M |
P PLTR | PALANTIR TECHNOLOGIES INC | 17.34% | $20.1M | 147,340 | $75.63 | $136.32 | +$6.0M |
V VTIP | VANGUARD MALVERN FDS | 15.84% | $18.4M | 365,155 | $48.50 | $50.27 | +$463.1K |
I IEF | ISHARES TR | 14.56% | $16.9M | 176,107 | $92.70 | $95.77 | +$326.3K |
V VTI | VANGUARD INDEX FDS | 12.21% | $14.1M | 46,550 | $289.81 | $303.93 | +$1.3M |