Knight Financial Investments
Firm details
- Headquarters
- ,
- CRD number
- 268799
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Knight Financial Investments is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm operates on a percentage-of-assets fee model and focuses on portfolio management for individuals and small businesses. Its owner type is listed as an individual, and its regulatory filings indicate the adviser does not market itself as a multi-state adviser, pension consultant, or capital allocator. Knight Financial Investments does not identify as an active ESG investor. The firm lists an industry affiliation with an accountant, which suggests access to tax and accounting coordination as part of its client service model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2Buford Knight
Managing MemberCRD 6509043

Jared Knight
Co-FounderCRD 3058262
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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