CRD: 268799
Knight Financial Investments
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- North radial
- Established Date
- 07-24-2015
- Office Locations
- 1
Office Locations
About Knight Financial Investments
Knight Financial Investments is a family-owned, father-son RIA providing personalized wealth management and discretionary portfolio management across account types. The firm builds custom, low-cost portfolios using direct investments—often individual stocks—to avoid layered fund fees, with custody maintained at a brokerage (Interactive Brokers). Client focus spans all ages, with attention to tax efficiency and retirement income planning.
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Owner & Executives
JARED BLAKE KNIGHT
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3058262
- Ownership
- 50% but less than 75%
BUFORD CADLE KNIGHT
Investment Advisor, Managing Member
- CRD
- #6509043
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,994,718 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,994,718 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,994,718
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,602,285,918 | 71.0% |
| Cash | $654,454,811 | 29.0% |
| Total | $2,256,740,729 | 100.0% |