The Knowles Company, LLC

Overview

The Knowles Company, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individuals and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. Governance and ownership are individual-led rather than institutional, and the adviser does not act as a capital allocator or multi-state adviser. The firm does not position itself as an ESG investor. Investment activity skews toward equity exposure, with a clear preference for non-exchange traded equity instruments as the largest component of managed assets. The adviser appears to run discretionary relationships for the majority of its clients, using third-party managers and products when it seeks alternative or specialized exposure rather than operating pooled funds internally.

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Public Holdings

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Location & Offices