Overview
Assets Under Management: $314 million
High-Net-Worth Clients: 7
Average Client Assets: $3.5 million
Frequently Asked Questions
DEANS KNIGHT CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149155), DEANS KNIGHT CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
DEANS KNIGHT CAPITAL MANAGEMENT serves 7 high-net-worth clients according to their SEC filing dated April 29, 2024. View client details ↓
According to their SEC Form ADV, DEANS KNIGHT CAPITAL MANAGEMENT offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
DEANS KNIGHT CAPITAL MANAGEMENT manages $314 million in client assets according to their SEC filing dated April 29, 2024.
According to their SEC Form ADV, DEANS KNIGHT CAPITAL MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.76%
Average Client Assets: $3.5 million
Total Client Accounts: 35
Discretionary Accounts: 35
Regulatory Filings
CRD Number: 149155
Filing ID: 1872301
Last Filing Date: 2024-04-29 20:01:00