Milo Mark Benningfield

Employer firm

Benningfield Financial Advisors, LLC CRD 134950

$284M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2003 → Present
  Benningfield Financial Advisors, Llc
  San Francisco, CA

Other Businesses

Lead a small jazz ensemble starting in January 2026 performing at local venues, devoting approximately 5 hours per month (not during securities trading hours) to the project and earning de minimis income. This project is not investment related, and does not have a physical address.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-14

Designations

• Certified Financial Planner