Knight Family Wealth
Firm details
- Headquarters
- ,
- CRD number
- 309475
- Website
- www.knightfamilywealth.com
- 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
FINTRXOverview
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
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 Funds60%
- Exchange Traded Equities29%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1
Henry Basra
Chief Financial OfficerCRD 7983140
Contacts
2 of 2
Ashton Rel
Family Wealth Integrator & AdvisorCRD 5815265

Bradley Stevens
Family Wealth Advisor & FounderCRD 6107021
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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