$393.9M Total AUM
$393.9M Disc. AUM
13.6% 3Y CAGR
4 Employees
29 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fiduciary Trust · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-06-2018
- Office Locations
- 1
Office Locations
950 Tower Lane Suite 1525 Foster City CA
About Knuff & Company LLC
Knuff & Company LLC is a Foster City-based RIA. The firm has been operating for 7 years. Managing $393.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fiduciary Trust.
Team overview
-- AVG AGE
$131.3M AVG AUM / ADVISOR
$13.6M AVG AUM / CLIENT
4.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
H
HEATHER BETH KNUFF
Managing Partner
- CRD
- #4714689
- Ownership
- 50% but less than 75%
Available
Available
Available
W
WILLIAM G. KNUFF
Chief Compliance Officer, Managing Partner, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,879,421 | $14,067,122 |
| Non-Discretionary | $0 | -- |
| Total | $393,879,421 | $14,067,122 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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