A complete list of active advisors currently associated with Knight of California LLC

Warmer can help you find a great advisor at Knight of California LLC or one who fits your needs even better.

Knight of California LLC provides discretionary portfolio management and ongoing wealth-management advice primarily to individual and high‑net‑worth clients. The firm typically charges asset‑based fees and tailors portfolios after an initial consultation and completion of investor questionnaires. Its investment process draws on a mix of fundamental analysis, modern portfolio theory, technical and charting analysis, and both long‑ and short‑term trading; the firm also references option‑writing and margin transactions among the strategies it may use. Knight of California emphasizes risk management and may hold elevated cash allocations when it judges market risk to be high, and it generally executes trades and custodial services through Charles Schwab. What is distinctive is the firm’s small scale and concentrated client base — about $12.85 million in discretionary assets across a handful of client accounts — combined with the explicit use of margin and option strategies in separately managed accounts. The firm also routinely directs custody to an institutional Schwab platform, which provides third‑party research and operational services not always available to similar solo advisers.

To learn more about the advisors currently working at Knight of California LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Billy Potter	Carmel, CA	10

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