RH Knapp & Co
RIASEC Registered
Total AUM
$24.8M
Discretionary
$24.8M
100% of AUM
Avg account
$799K
Accounts
31
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 107345
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RH Knapp & Co is an independent, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and reports a client base composed primarily of individual and family relationships rather than institutions or pension plans. It does not identify as an ESG investor, is not structured as a capital allocator, and is not reported to operate across multiple states.
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 Equities82%
- Cash & Cash Equivalents18%
Contacts
1 of 1Ronald Knapp
PresidentCRD 723267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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