Knecht Capital Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Knecht Capital Management reports 103 clients. They include 69 individual clients, 33 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($116M across 287 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 24% |
| High-net-worth individuals | 32% | 75% |
| Charitable organizations | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 69 | $27.5M | 23.7% | $398K |
| High-net-worth individuals | 33 | $86.5M | 74.5% | $2.62M |
| Charitable organizations | Fewer than 5 | $2.05M | 1.8% | $2.05M |
| Total | 103 | $116M | 100% | — |
- Clients
- 69
- Regulatory AUM
- $27.5M
- AUM share
- 23.7%
- Avg. per client
- $398K
- Clients
- 33
- Regulatory AUM
- $86.5M
- AUM share
- 74.5%
- Avg. per client
- $2.62M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.05M
- AUM share
- 1.8%
- Avg. per client
- $2.05M
Total
- Clients
- 103
- Regulatory AUM
- $116M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Knecht Capital Management is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Billed hourly with a maximum hourly fee of $300 and a 50% retainer; written financial plans are generally assessed a minimum fee of $1,200.
- Retirement Plan Consulting
- Billed hourly or as a flat fee, or as a percentage of managed plan assets that will not exceed 1.00%.
Earl Knecht owns 75% or more of Knecht Capital Management. The leadership team of Knecht Capital Management includes Chief Compliance Officer Earl Knecht. It has 1 employee.
Leadership
Earl KnechtManaging Member & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Knecht Capital Management, LLC
Earl Knecht
Control person · since March 2022
Knecht Capital Management’s regulatory assets grew 1.9× from $62M (July 2022) to $116M (September 2026); clients rose from 89 to 103 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $116M | 103 | 1 | 1 |
| July 2022 | $62M | 89 | 1 | 1 |
Besides its headquarters, Knecht Capital Management has 0 offices, with 1 listed address with no US state reported.
Other business names
Knecht Capital Management has reported 1 other business name to the SEC.
- Knecht Capital Management
Contact and registration details
- Legal name
- Knecht Capital Management, LLC
- Headquarters
- Not reported
- Website
- knechtcapital.com
- Phone
- 707-947-3040
- SEC file
- 801-137190
- Structure
- California LLC
- Fiscal year end
- December
Knecht Capital Management uses LPL Financial ($75M, 65%) and Charles Schwab ($41M, 35%) as custodians for its separately managed accounts. Knecht Capital Management has custody of $52.5M in client assets for 64 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $41M35%
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $75M65%
At year end, Knecht Capital Management’s separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks2%
- Funds94%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
How many clients does Knecht Capital Management have?
Knecht Capital Management has 103 clients and manages $116 million for them, as of September 2026. They include 69 individual clients, 33 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Knecht Capital Management offer?
Knecht Capital Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Knecht Capital Management use?
Knecht Capital Management’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $75M and Charles Schwab & Co., Inc. (San Francisco, CA), with $41M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Knecht Capital Management have?
Knecht Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Knecht Capital Management invest in?
At the end of its last fiscal year, Knecht Capital Management’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Knecht Capital Management?
Knecht Capital Management’s direct owner is Earl Knecht (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Knecht Capital Management get paid?
Knecht Capital Management is paid through a percentage of assets under management and hourly charges. 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
How do I contact Knecht Capital Management?
Its phone number is 707-947-3040. Its website is knechtcapital.com.