Updated:Jun 3, 2026

Kim Knotts, RIA

Kim Knotts, RIA is an SEC-registered investment adviser offering fee-based portfolio management and financial planning. Independent RIA structure.

Kim Knotts, RIA

KIM KNOTTS, RIA is an SEC-registered investment adviser in FOLSOM, CA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Kim Knotts, RIA?

The firm is led by Kim Knotts, who serves as the principal and likely investment advisor. As an SEC-registered RIA, Knotts is responsible for discretionary portfolio management and client financial planning.

How does Kim Knotts, RIA source its investment ideas?

The firm publicly provides independent investment management, suggesting investment decisions are based on internal research and client objectives. Third-party research may be used but is not disclosed.

Is Kim Knotts, RIA structured as a family office or an RIA?

The firm is an SEC-registered investment adviser (RIA), not a family office. RIAs must register with the SEC if they have more than $100 million in AUM, though the firm's AUM is undisclosed.

What is the relationship between Kim Knotts, RIA and any larger parent organization?

No parent organization or affiliated entity has been disclosed. The firm appears to be a standalone advisory practice registered directly with the SEC.

What investment stages does Kim Knotts, RIA typically target?

The firm focuses on traditional asset management, including equities and fixed income, with no disclosed involvement in private equity, venture capital, or direct investments.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.