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

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Knight of California LLC is a registered investment adviser that provides discretionary portfolio management and ongoing financial advice primarily to individual and high‑net‑worth clients, with a stated account minimum of $2,000,000 that the firm may waive (Items 4 and 7). The brochure reports $11,295,505 in client assets under discretionary management as of December 31, 2023, and describes services that include initial and follow‑up consultations, tailored investment objectives, ongoing monitoring, and periodic rebalancing. The firm's stated investment approach blends fundamental and technical analysis with elements of modern portfolio theory and both long‑ and short‑term trading, and it primarily recommends mutual funds and ETFs while seeking discretionary trading authority (Item 8). The brochure specifically discloses potential use of margin (borrowing) in client accounts, option writing, and significant cash allocations as part of its risk‑management toolkit. What is distinctive in the ADV compared with many peers is the firm’s operational ability to handle more complex account arrangements: it discloses aggregated trading and order allocation practices, direction of brokerage and custody to Schwab Advisor Services (with access to institutional custody and trading support), and policies to combine related household accounts for fee breakpoints (Items 11 and 12). These features, plus the firm’s willingness to accept accounts at its discretion, suggest capacity to manage larger or non‑standard account types alongside its individual client base.

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.