Knight of California LLC

Knight of California LLC is a fee-only investment adviser registered with the securities regulators of California, Kentucky, with a mailing address in Carmel, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed May 11, 2026, it reports $13M in regulatory assets under management, 7 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: California, Kentucky
Firm CRD number	284398
Office	Carmel, CA (mailing address; office not published)
Phone	(831) 884-5280
Website	Not listed
Regulatory assets under management	$13M
Individual clients	1 non-high-net-worth, 6 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	May 11, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Carmel

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• Kilzer Wealth Management $15M
• Synergist Wealth Advisors $37M

See all 11 fee-only advisers in Carmel →

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