KNIGHT FAMILY WEALTH

KNIGHT FAMILY WEALTH is an SEC-registered investment adviser (CRD 309475). Regulatory assets under management: $103.4M.

Registration

• CRD: 309475
• Type: Registered investment adviser
• Phone: 239-300-2005
• Latest filing: 2026-03-31
• Regulatory AUM: $103.4M
• Discretionary AUM: $101.6M
• Non-discretionary AUM: $1.8M
• Clients: 3
• Accounts: 221

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search