Knecht Capital Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$116M
Discretionary
$116M
100% of AUM
Avg account
$404K
Accounts
287
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
319100
Registered since
March 31, 2022
Custodians
LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI74.55%
  • Individuals23.69%
  • Charitable Organizations1.77%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Knecht Capital Management, LLC is an independent RIA structured as an LLC and registered with the SEC in 2022. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker. Compensation is primarily a percentage of assets under management or hourly fees. Knecht is not set up as a capital allocator and does not self-manage third‑party alternative funds; instead, it uses external managers for alternative exposures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities2%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Earl Knecht

    Portfolio ManagerCRD 4156778

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth