KNECHT CAPITAL MANAGEMENT, LLC

Latest filing: Oct 03, 2024 (27 days ago)

AUM

$79,367,936
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Employee Count

1
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago

Main Office

, CA
, , CA, ,

Client AUM

Discretion AUM
Discretionary $0.1
Non-Discretionary $0.0
Total $0.1
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.0
Total $0.1
Retail Accounts AUM
Individual 68 $0.0
Average Individual AUM $305,063
HNW 34 $0.1
Average HNW AUM $1,637,857
Retail Total 102 $0.1
Average Retail AUM $749,328

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.1
Retail SMA AUM $0.1
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
EARL KNECHT NAPA CA S66|2000-07-13

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA-09/13/2022, TX-03/24/2023
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PENSION CONSULTING
OTHER ACTIVITIES
BROKER DEALER
INSURANCE AGENT

ADVDB.CO • SOURCE: SEC FORM ADV