{"url":"https://nivawealth.com/firms/2-knights-wealth-management-307238","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/307238","regulatoryAum":127345618,"crd":"307238","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4318449","suffix":null,"lastName":"Izant","firstName":"Venera","middleName":"F"},{"crd":"4362493","suffix":null,"lastName":"MEHRA","firstName":"RAKESH","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-01","regulatoryAum":104118368,"clients":45,"employees":2,"offices":1},{"filedOn":"2023-01-30","regulatoryAum":107741286,"clients":51,"employees":2,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":90332806,"clients":47,"employees":1,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":106937361,"clients":57,"employees":2,"offices":1},{"filedOn":"2026-04-17","regulatoryAum":127345618,"clients":59,"employees":2,"offices":1}],"secFileNumber":"801-124807","legalName":"2 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since January 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"30195 Chagrin BLVD, #118N","city":"Pepper Pike","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"216-798-5511","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":68},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":13},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":0},"sources":{"adv1FilingDate":"17 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/307238/PDF/307238.pdf","brochureDate":"17 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041772","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does 2 Knights Wealth Management have?","answer":"2 Knights Wealth Management has 59 clients and manages $127 million for them, as of April 2026. They include 34 high-net-worth individuals and 25 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does 2 Knights Wealth Management offer?","answer":"2 Knights Wealth Management provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does 2 Knights Wealth Management use?","answer":"2 Knights Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $123M and Charles Schwab & Co., Inc. (Newark, NJ), with $2.14M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 2 Knights Wealth Management have?","answer":"2 Knights Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 2 Knights Wealth Management invest in?","answer":"At the end of its last fiscal year, 2 Knights Wealth Management’s separately managed accounts held 68% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents, 2% investment grade corporate bonds, 2% high-yield corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns 2 Knights Wealth Management?","answer":"2 Knights Wealth Management’s direct owner is Rakesh Mehra (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 2 Knights Wealth Management get paid?","answer":"2 Knights Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact 2 Knights Wealth Management?","answer":"2 Knights Wealth Management’s main office is at 30195 Chagrin BLVD, #118N, Pepper Pike, OH 44124. Its phone number is 216-798-5511. Its website is 2knightswealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}