Knight Financial Investments

RIASEC Registered
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$333K
Accounts
39
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Buford Knight

    Buford Knight

    Managing MemberCRD 6509043

  • Jared Knight

    Jared Knight

    Co-FounderCRD 3058262

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth