The Knowles Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Knowles Company is a fee-only, state-registered investment adviser that works with individuals, families, trusts, estates, small businesses and retirement plans. As of July 2026 the firm reports approximately $58.1 million in regulatory assets under management and offers comprehensive financial planning, ongoing investment management, and discrete strategic financial projects.
The firm builds written Investment Policy Statements and provides quarterly monitoring, rebalancing, tax-loss harvesting, and client reporting, while primarily managing portfolios on a non-discretionary basis so that trade executions generally require client approval. Portfolios are implemented mainly with low-cost mutual funds and ETFs but may include individual equities, fixed income, options, municipal bonds and legacy holdings, and the firm coordinates implementation with clients’ third-party professionals.
Compared with many peers, the firm’s structure is notable for its small advisor team and limited client roster—recently transitioning from a single-owner practice to a two-advisor firm—alongside a predominantly non-discretionary AUM model, a combination that supports high-touch, consultative engagements. The firm also emphasizes planning for complex executive compensation (RSUs, stock options, ESPPs), inheritance and liquidity events, and project-based consulting for business succession and plan design, while not selling commission products or accepting third-party referral fees.
Client services
Expertise
Occupation focus
Fee options
Fixed project fees for Strategic Financial Projects range from $1,200 to $10,000+, defined per engagement.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.50%
Strategic Financial Projects billed at $300 per hour.
Minimum fee: Comprehensive Financial Planning standalone service has annual minimum fees: $7,500 (Individual), $10,000 (Couple/Joint Household) for first year; subsequent years $5,000 (Individual), $7,500 (Couple). Fee-only: The firm is strictly fee-only with no commissions or third-party compensation.
Main office
Oakton VA
Advisors at this office
2
Most active in
Florida · Virginia
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Patrick K
Series 65
Oakton, VA
The Knowles Company, LLC
Patrick Knowles is a Series 65-licensed advisor at The Knowles Company, LLC with over 26 years of prior experience at CGI before joining his current firm in 2026. He is based in Oakton, VA and has one year of experience with The Knowles Company. The Knowles Company is a fee-only, state-registered investment adviser serving individuals, families, trusts, estates, small businesses, and retirement plans. The firm focuses on comprehensive financial planning and primarily manages portfolios on a non-discretionary basis using low-cost mutual funds and ETFs, while providing detailed monitoring, tax-loss harvesting, and client reporting.
Edwin K
CFP®, Series 65
Oakton, VA
The Knowles Company, LLC
Edwin Knowles Jr. is a CFP® with 23 years of industry experience, serving as a principal at The Knowles Company, LLC since 2002. Located in Oakton, VA, he is one of two advisors at the firm. The Knowles Company is a fee-only, state-registered investment adviser that serves individuals, families, trusts, estates, small businesses, and retirement plans. The firm emphasizes a high-touch, consultative approach with primarily non-discretionary portfolio management using low-cost mutual funds and ETFs, alongside comprehensive financial planning and project-based consulting.
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