Knight Of California LLC

RIASEC Registered
Total AUM
$12.9M
Discretionary
$12.9M
100% of AUM
Avg account
$612K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284398
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI70.22%
  • Corporations / Businesses25.01%
  • Individuals4.76%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Knight Of California LLC is a privately held limited liability company owned by an individual that provides discretionary portfolio management to both individual/family clients and business or institutional clients. The firm charges fees as a percentage of assets under management and focuses on traditional portfolio management rather than pension consulting or multi-state advisory services. Advisory activity centers on managing portfolios for individuals/small businesses and for businesses or institutions. Knight Of California does not identify as an active ESG investor and is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Billy Potter

    CEO & Managing PartnerCRD 6671990

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