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Knecht Capital Management, LLC

Knecht Capital Management, LLC. CRD 319100

Knecht Capital Management, LLC logo

CRD: 319100

Knecht Capital Management, LLC

Napa, CA
7079473040
knechtcapital.com
$112.0M Total AUM
$112.0M Disc. AUM
-- 3Y CAGR
1 Employees
112 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial
Clients
Retail and Institutional
Platforms
Ember
Established Date
04-04-2022
Office Locations
1

Office Locations

-- Napa CA

About Knecht Capital Management, LLC

Knecht Capital Management, LLC is a Napa, CA registered investment adviser led by Earl Knecht, CFP®, serving families, small businesses, and charities. The firm provides comprehensive wealth management and financial planning, including retirement income and distribution planning, tax-efficient planning, family wealth transfer, and insurance review. Earl is also an LPL Financial registered representative, pairing advisory planning with brokerage capabilities.

Team overview

-- AVG AGE
$112.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Beacon Prime Horizon Beacon Prime

Client Personas

Crest capital

Custodian

Vector Ridge Focus

Investment Themes

Quantum wave Pioneer Alpha

Investment Vehicles

Pathway Frontier meridian

Services

Vertex North zenith Capital Wave Foundation Pathway ridge Oak radial Pioneer delta Optima element

Technology

Beacon

Owner & Executives

EARL ANTHONY KNECHT

EARL ANTHONY KNECHT

Chief Compliance Officer, Managing Member

CRD
#4156778
Ownership
75% or more
(924) 720-2051
vital.vector@ridgecapital.com
in linkedin.com/in/horizon-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-19-2022
Category Assets AVG. Account size
Discretionary $112,010,457 $276,951
Non-Discretionary $0 --
Total $112,010,457 $276,951

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Separately Managed Accounts

Total SMA Asset: $112,010,457

$112.0M Total SMA
Public Funds:
29.2%
Equity - Exchange:
20.4%
Cash:
9.7%
Corporate - Investment Grade:
16.8%
Municipal Bonds:
6.5%
U.S. Government/Agency:
17.4%
Asset class Assets Assets %
Public Funds $2,435,472,046 29.2%
Equity - Exchange $1,701,494,169 20.4%
Cash $809,043,796 9.7%
Corporate - Investment Grade $1,401,230,492 16.8%
Municipal Bonds $542,142,750 6.5%
U.S. Government/Agency $1,451,274,438 17.4%
Total $8,340,657,691 100.0%

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