The Knowles Company, LLC

Overview

The Knowles Company, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. Its advisory work is concentrated on individuals, families and small-business clients, delivering financial planning and portfolio management services. The firm charges a mix of fee types—assets-under-management fees, hourly charges and fixed fees—and does not market itself as an active ESG investor or a multi-state adviser. Filings indicate the firm operates as a non-capital allocator and focuses on advisory relationships rather than institutional pension consulting or related-adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices