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Earl Anthony Knecht

KNECHT CAPITAL MANAGEMENT, LLC·NAPA, California
SIE, Series 7, Series 24, Series 66CFPClean record26 years registeredKNECHT CAPITAL MANAGEMENT, LLC
1251 DARLING STREET, NAPA, CA 94558CRD# 4156778Firm CRD# 319100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Earl Anthony Knecht · NAPA, CA
Registration
CRD #4156778 · KNECHT CAPITAL MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

Apr 2022present
NAPA VALLEY WEALTH MANAGEMENT
Feb 2022Jun 2022
ST. HELENA, CA
May 2011Oct 2016
ST HELENA, CA
NAPA VALLEY WEALTH MANAGEMENT
Jun 2008Dec 2021
ST. HELENA, CA
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
Aug 2000May 2008
ST. HELENA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · August 8, 2000
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KNECHT CAPITAL MANAGEMENT, LLC
CRD 319100 · SEC 801-123582
AUM
$62M
Regulatory assets under management
Employees
1
224 client accounts
Services offered by KNECHT CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Earl Anthony Knecht offer?
Earl Anthony Knecht specializes in Financial Planning, Investment Management. Contact their office in NAPA, California for a consultation.
What are Earl Anthony Knecht's credentials?
Earl Anthony Knecht holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Earl Anthony Knecht located?
Earl Anthony Knecht is based in NAPA, California, working with KNECHT CAPITAL MANAGEMENT, LLC. Their office serves clients in the NAPA metropolitan area and surrounding communities.
How does Earl Anthony Knecht charge for services?
Earl Anthony Knecht's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KNECHT CAPITAL MANAGEMENT, LLC?
KNECHT CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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