Knecht Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 319100
- Registered since
- March 31, 2022
- Website
- knechtcapital.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.55%
- Individuals23.69%
- Charitable Organizations1.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Knecht Capital Management, LLC is an independent RIA structured as an LLC and registered with the SEC in 2022. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker. Compensation is primarily a percentage of assets under management or hourly fees. Knecht is not set up as a capital allocator and does not self-manage third‑party alternative funds; instead, it uses external managers for alternative exposures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities2%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Earl Knecht
Portfolio ManagerCRD 4156778
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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