Knecht Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 319100
- Registered since
- September 23, 2026
- 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 registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is individually owned and serves both individuals/families and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Knecht Capital also operates as an insurance broker and charges fees on a percentage-of-AUM basis in addition to offering hourly billing for certain services. The firm does not identify as an active ESG investor, multi-state adviser, capital allocator, or related 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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