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Managing Member and Chief Compliance Officer · Benningfield Financial Advisors, LLC

Milo M. Benningfield

CRD 4937721 · Named on Form ADV at one SEC-registered adviser

At a glance

Benningfield Financial Advisors, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $284 million in regulatory assets, lists Milo M. Benningfield on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Milo’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Milo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.