Knecht Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$112,010,457
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
111
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
111
Average account size
$1,009,103
About
Knecht Capital Management, LLC serves individual investors as well as trusts, estates, charitable organizations, corporations and employer-sponsored retirement plans. The firm offers asset management and comprehensive portfolio management, standalone financial planning, and retirement plan consulting that includes assistance with investment policy statements, investment option review, participant education, and ERISA-related matters.
Portfolios are customized and may hold individual stocks, bonds, ETFs, options and other public or private securities, with ongoing monitoring and periodic rebalancing; the firm describes using a range of asset-allocation approaches (strategic, dynamic, tactical and core-satellite) and duration constraints for fixed-income exposure. Its stated methods of analysis include fundamental, technical, quantitative, sector and cyclical analysis, and the firm may employ margin/borrowed funds and options strategies in managed accounts when appropriate.
Compared with many solo independent advisers, the firm’s acceptance of charitable-organization clients, pension and profit-sharing plans and its explicit pension/retirement-plan consulting practice are relatively uncommon. The firm’s advisers are dually registered and licensed as insurance agents, and it maintains custodial and platform relationships (primarily with LPL, and at times Schwab), with disclosed conflicts and operational supports associated with those relationships.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Retirement Plan Consulting may be billed on a flat fee basis; minimum fee for financial plans generally $1,200
$0 - $1,000,000: 1.00% Over $1,000,001+: 0.50% $0 - $250,000: 1.45% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,500,000: 0.65% Over $2,500,001+: 0.45%
Certain representatives are registered representatives of LPL and may earn commissions for securities sales outside advisory accounts
Hourly fees for financial planning and consulting services up to $300 per hour
Account minimum: $50,000 Minimum fee: Written financial plans generally assessed a minimum fee of $1,200 Fee-only: Hourly fees for financial planning and consulting services not to exceed $300 per hour; Retirement Plan Consulting billed hourly, flat fee, or percentage up to 1.00% of plan assets
Main office location
Knecht Capital Management, LLC
Napa CA, United States
Number of offices
1
Most active in
Knecht Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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