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
- HNWI71.9%
- Individuals26.3%
- Charitable Organizations1.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
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
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 Funds63%
- Exchange Traded Equities33%
- 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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