KNA Capital

Overview

KNA Capital is a small, independent registered investment adviser structured as an LLC that focuses on personalized wealth management for individuals and families. The firm combines financial planning with discretionary portfolio management and acts as a capital allocator—selecting third‑party managers when strategies fall outside its in‑house capabilities. KNA Capital charges a mix of percentage‑of‑AUM and hourly fees and reports that it takes ESG factors into account when building portfolios, signaling an investment process that considers non‑financial metrics alongside traditional financial analysis. Equities are the firm’s primary allocation preference. KNA Capital appears to use exchange‑traded instruments as the backbone of client portfolios while layering in mutual funds and external managers for specialized exposures. The firm’s advisory scope includes portfolio management for individuals and small businesses, financial planning, and the selection of other advisers, which suggests a hybrid approach combining direct management with outsourced specialist strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices