Benning Financial Group, LLC

Benning Financial Group, LLC is a state-registered investment adviser established in 2002, located in California. The firm offers individual portfolio management services on a discretionary or non-discretionary basis, tailored to each client's unique circumstances. The firm manages over $90 million in client assets as of 12/31/2024. Fees for these services are charged as a percentage of assets under management, with a minimum initial investment of $500,000. The fee schedule is tiered based on the amount of assets managed. The firm may negotiate fees on a client-by-client basis. Additionally, consulting services are available on a flat fee basis starting at $2,500. Investment strategies employed include long-term purchases, short-term purchases, trading, and option writing. The firm utilizes fundamental and cyclical analysis to formulate investment advice. Benning Financial Group does not charge performance-based fees. The firm acts as a fiduciary for ERISA accounts, ensuring that fees are reasonable and not tied to commissions. Clients have investment discretion and may provide written instructions to limit this authority. The firm does not vote proxies on behalf of clients and does not engage in principal transactions. Clients receive regular account reviews and reports, and the firm has no reportable disciplinary events. Benning Financial Group does not engage solicitors or pay for client referrals.