Knight Strategic Investment Advising LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a registered investment adviser that offers asset management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. It is newly formed and currently reports no assets under management or active client accounts.
The firm provides discretionary portfolio management tailored to each client's goals, time horizon, and risk tolerance, using fundamental and technical analysis and common vehicles such as ETFs and mutual funds. It also offers standalone financial planning and consulting on a fixed‑fee basis and may waive the planning fee if a client implements its asset management program.
Compared with peers in its regulatory cohort, the combination of individual portfolio management and a fixed‑fee planning offering is relatively uncommon. The firm does not act as a private fund adviser and is led by a principal with prior military and technology‑sector experience, which may influence its operational and risk‑management practices.
Client services
Expertise
Fee options
$250 for financial planning and consulting; may be waived with implementation of asset management plan
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001+: 1.00%
Main office
Manassas VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Knight Strategic Investment Advising LLC · Knight Strategic Investment Advising, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)