A complete list of active advisors currently associated with Knightsbridge Wealth Management
Warmer can help you find a great advisor at Knightsbridge Wealth Management or one who fits your needs even better.
Knightsbridge Wealth Management is an independent, 100% employee‑owned SEC‑registered investment adviser that serves retail and institutional clients, including individual and high‑net‑worth investors, trusts, retirement plans, and third‑party programs. The firm manages just over $1.1 billion across discretionary and non‑discretionary accounts, works with roughly 517 client relationships, and provides discretionary portfolio management, retirement plan services, and financial planning as a courtesy. The firm’s investment approach blends strategic and tactical asset allocation with fundamental and technical research, emphasizing low‑cost, tax‑efficient portfolios and active risk management; available strategies include Opportunistic Value Equity, Long Term Quality Equity, Managed Income, Balanced, and Personalized Equity Indexing. Knightsbridge may hold material cash positions as a defensive tool (including up to 100% in its Managed Income strategy), uses both internal and external research, and implements tax‑sensitive and sub‑advised strategies where appropriate. Distinctive features include serving as investment manager to a related private pooled vehicle, KWM Asymmetric Opportunities Fund, LP, which focuses on California Carbon Allowances and may take long futures positions and accept physical delivery; the Fund has separate investor classes and performance allocation provisions. Knightsbridge also sponsors and acts as portfolio manager in its own wrap fee program, serves as a third‑party manager in a Wedbush/FDx Advisors wrap arrangement, and negotiates performance‑based incentive fees with qualified clients (generally a percentage of net profits with high‑water marks), arrangements that can create allocation considerations the firm addresses through documented policies and disclosures.
To learn more about the advisors currently working at Knightsbridge Wealth Management, 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.
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