KNIGHT AND COMPANY WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
$56.9M
Discretionary
$56.9M
100% of AUM
Avg account
$574K
Accounts
99
Employees
2
Advisory reps
2

Firm details

Headquarters
PLEASANTON, California
CRD number
171840
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI67.44%
  • Individuals28.06%
  • Corporations / Businesses2.88%
  • Other1.24%
  • Charitable Organizations0.39%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Knight And Company Wealth Advisors, LLC is an owner-managed limited liability advisory firm that concentrates on individual and family clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals and small businesses, selection of third-party advisers, and pension consulting services. Knight And Company identifies itself as a capital allocator—deploying client capital with external managers and funds—and does not position itself as an active ESG investor or 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 42%, Other 19%, Cash & Cash Equivalents 15%, Exchange Traded Equities 11%, US Government Bonds 10%, State & Local Bonds 3%42%
  • Public Funds/Mutual Funds42%
  • Other19%
  • Cash & Cash Equivalents15%
  • Exchange Traded Equities11%
  • US Government Bonds10%

Contacts

2 of 2
  • GAEL KNIGHT

    PresidentCRD 5741747

  • KIRK KNIGHT

    PartnerCRD 5741745

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

PLEASANTON, CA

ALAMEDA

Location

PLEASANTON, CA

Headquartered in PLEASANTON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
307 Ray St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth