Knecht Capital Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$394K
Accounts
284
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
319100
Registered since
March 31, 2022
Custodians
LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI71.9%
  • Individuals26.3%
  • Charitable Organizations1.81%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Knecht Capital Management, LLC is an independent registered investment adviser focused on serving individual, family and small institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting, and it also operates as an insurance broker. Knecht Capital charges fees on a percentage-of-assets basis while also offering hourly billing for planning or consulting work. The firm’s investment approach leans on pooled public vehicles for core exposure while allocating to third‑party alternative managers for non‑correlated return streams. The adviser is registered with the SEC and organized as a limited liability company under individual ownership. Knecht Capital does not identify as an active ESG investor. Its model emphasizes discretionary portfolio management, using custodial platforms and external fund managers to implement both traditional and alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 63%, Exchange Traded Equities 33%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%63%
  • Public Funds/Mutual Funds63%
  • Exchange Traded Equities33%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Earl Knecht

    Portfolio ManagerCRD 4156778

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth