Knight Family Wealth

RIASEC Registered
Total AUM
$103M
Discretionary
$102M
98% of AUM
Avg account
$468K
Accounts
221
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
309475
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI99.58%
  • Individuals0.42%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Knight Family Wealth is an independent, individual-owned registered investment adviser that serves high-net-worth individuals and families. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee structures, allowing flexibility for differing client needs and engagement types. The firm also takes an active operational role beyond advisory work: it functions as sponsor/insurance company affiliate, general partner, and managing member of pooled investment vehicles. That indicates capabilities to structure and manage private offerings and to serve as the operating manager for select pooled investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 29%, Cash & Cash Equivalents 11%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents11%

Owners & executives

1 of 1
  • Henry Basra

    Henry Basra

    Chief Financial OfficerCRD 7983140

Contacts

2 of 2
  • Ashton Rel

    Ashton Rel

    Family Wealth Integrator & AdvisorCRD 5815265

  • Bradley Stevens

    Bradley Stevens

    Family Wealth Advisor & FounderCRD 6107021

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth