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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2016
- Office Locations
- 1
Office Locations
About Lamberson Knight Wealth Management LLC
Lamberson Knight Wealth Management is an independent RIA providing holistic wealth management for institutional and private clients, with advisors bringing 35+ years of experience. The firm builds and monitors managed mutual fund and ETF portfolios and supports retirement planning, including 401(k) and cash balance plans, plus annuities and legacy planning. As a non-proprietary advisor, it emphasizes conflict-free solutions and maintains regular, personal client reviews; accounts are custodied at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN L KNIGHT
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #1017087
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,700,000 | -- |
| Total | $7,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $4,408,596,164 | 51.4% |
| Equity - Exchange | $2,624,572,814 | 30.6% |
| Public Funds | $1,543,866,361 | 18.0% |
| Total | $8,577,035,339 | 100.0% |