A complete list of active advisors currently associated with Knuff & Company LLC
Warmer can help you find a great advisor at Knuff & Company LLC or one who fits your needs even better.
Knuff & Company serves high‑net‑worth individuals, families, charities, endowments and benefit plans, providing wealth planning and discretionary portfolio management through Unified Managed Accounts as well as financial reporting and coordination with clients’ other advisors. The firm also acts as investment manager and general partner to a pooled private fund, offering discretionary management for that vehicle in addition to its UMA services. The firm follows a goals‑driven, value‑ and event‑oriented approach that emphasizes long‑term holdings, concentrated diversification (typically a limited number of individual securities), and behavioral‑finance insights; research is produced internally and technology is used to support investment research, tax‑aware trading, and client reporting. For UMA accounts the firm may employ listed equity options to generate income, hedge positions, or adjust entry points, and typically uses limit orders and block trade allocations when feasible. Compared with many peers of similar scale, Knuff & Company’s combination of managing a private pooled vehicle alongside separately managed UMA relationships is uncommon and includes the use of performance‑based compensation for the pooled fund, which the firm addresses through disclosure and trade‑allocation policies. The firm’s small, concentrated client base and operational model — combining concentrated public‑market portfolios, private‑fund management, and occasional options strategies in separately managed accounts — is a distinguishing feature relative to many supported advisers.
To learn more about the advisors currently working at Knuff & Company 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 |
|---|---|---|
Foster City, CA
| 6
|
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")