Lamberson Knight Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 282437
- Website
- www.knightwealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lamberson Knight Wealth Management LLC is a small, individually owned advisory firm that provides portfolio management services to individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and, according to its filing, manages client relationships on a non-discretionary basis. It identifies equities as its primary preference and is not positioned as an ESG-focused adviser, a pension consultant, or a multi-state advisory platform. The firm also lists an insurance company affiliation among its industry ties.
Assets & Accounts
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
- Non-Exchange Traded Equities43%
- Exchange Traded Equities41%
- Public Funds/Mutual Funds16%
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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