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They include 28 high-net-worth individuals and 1 pooled investment vehicle.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Knuff & Company offer?","answer":"Knuff & Company provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, 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":"How much does Knuff & Company charge?","answer":"Knuff & Company charges 0.50%–1.00% a year for its Wealth planning and portfolio management. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $2,000,000.","source":"KNUFF & COMPANY LLC - PART 2A BROCHURE, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Knuff & Company use?","answer":"Knuff & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $385M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Knuff & Company have?","answer":"Knuff & Company has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 3 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 Knuff & Company invest in?","answer":"At the end of its last fiscal year, Knuff & Company’s separately managed accounts held 93% exchange-traded equities, 4% cash and equivalents, 2% investment grade corporate bonds and 1% high-yield corporate bonds. It advises 1 private fund.","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":"Does Knuff & Company have a minimum investment?","answer":"Yes, Knuff & Company’s minimum account size for its Wealth planning and portfolio management is $2M.","source":"KNUFF & COMPANY LLC - PART 2A BROCHURE, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Knuff & Company?","answer":"Knuff & Company’s direct owners are Heather Knuff (50% to 75%) and William Knuff (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Knuff & Company get paid?","answer":"Knuff & Company is paid through a percentage of assets under management and performance-based fees. 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