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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- DeltaVital wave
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
About KNA Capital
KNA Capital Management is a boutique investment adviser in Cincinnati, Ohio serving institutional and private investors. The firm runs a concentrated equity strategy focused on patiently owning quality businesses with durable competitive advantages, led by thoughtful stewards of shareholder capital and bought at attractive prices. It also builds customized portfolios for families based on objectives, risk tolerance, and time horizon. President/CIO Todd Wenning publishes investor letters and has been featured in the Cincinnati Business Courier.
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Owner & Executives
TODD MICHAEL WENNING
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4687529
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,083,077 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,083,077 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,083,077
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,665,931,692 | 54.1% |
| Other | $440,347,933 | 14.3% |
| Cash | $973,076,553 | 31.6% |
| Total | $3,079,356,178 | 100.0% |