# Knight and Company Wealth Advisors

Knight and Company Wealth Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 171840
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171840

## About

Knight and Company Wealth Advisors, LLC is a state-registered investment adviser in Pleasanton, CA. The firm manages approximately $57 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### What services does Knight and Company Wealth Advisors offer?

The firm provides investment portfolio management, financial planning, and pension consulting services. Its Form ADV describes an advisory-only model that includes the selection of third-party asset managers on behalf of clients. Revenue is generated through asset-based fees and fixed planning charges rather than commissions.

### Is Knight and Company Wealth Advisors a fiduciary?

As a registered investment advisor, Knight and Company operates under a fiduciary duty to its advisory clients. This legal obligation requires the firm to act in clients' best interests, disclose conflicts, and avoid self-dealing. Its fee-only structure supports this posture by removing transactional incentives.

### Does the firm manage proprietary investment products?

No. Knight and Company does not sponsor its own mutual funds, ETFs, or private investment pools. Client portfolios are constructed using third-party securities and funds. This separation between advisor and product manufacturer is a structural feature designed to reduce conflicted advice.

### Who are the principals overseeing investment decisions?

The firm has not publicly identified its key investment decision-makers through press releases, media appearances, or a corporate website. No individual has been cited in regulatory filings or industry press as the named CIO or lead portfolio manager.

## Related profiles

- [KMC Wealth Management](https://altss.com/profile/kmc-wealth-management-llc)
- [Knight Energy Services](https://altss.com/profile/knight-energy-services)

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Last updated: 2026-06-03T20:00:00.000Z

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