Wealth manager, independent · Newport Beach, CA
Knightsbridge Wealth Management
Knightsbridge Asset Management LLC · SEC-registered investment adviser · CRD 110347 · SEC 801-55731
At a glance
Knightsbridge Wealth Management is an SEC-registered investment adviser based in Newport Beach, California, with $1.1B in regulatory assets under management as of its Form ADV filed September 28, 2026. It reports 517 individual clients, 333 of them high-net-worth, holding an average of about $1.9 million each, and 19 employees. That ranks it 987th among the nation’s 5,657 independent wealth management RIAs and 118th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 949-644-4444knightsb.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #987 of 5,657
- Rank among all SEC RIAs
- #5,042 of 17,210
- Rank in California
- #118 of 714
- Individual clients
- 517
- High-net-worth clients
- 333
- Accounts
- 1,391
- Discretionary
- 92% of AUM
- Employees
- 19
- Advisory staff
- 10
- Offices
- 1
Owners and executives on its Form ADV
- John G. PrichardPresident & Chief Investment Officer
- Teresa A. WagnerChief Operating Officer & Chief Compliance Officer
- Miles E. YourmanPrincipal, Portfolio Manager
- Kurt E. BeimfohrPrincipal
Custody and brokerage
Broker-dealer
No broker-dealer ties
Knightsbridge Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 333 | $903M | 81% |
| Pension and profit sharing plans | 18 | $66M | 6% |
| Individuals | 184 | $56M | 5% |
| Corporations or other businesses | 9 | $56M | 5% |
| Pooled investment vehicles | 1 | $31M | 3% |
| Charitable organizations | 1 | $6M | <1% |
Private funds
Knightsbridge Wealth Management reports 1 private funds with $31M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Knightsbridge Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗knightsb.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,255 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| CLG LLCLong Beach | $1.1B | 1,434 |
| Vantage Wealth Management, LLCSAN Mateo | $1.1B | 635 |
| Fiduciary Financial Group, LLCSAN Rafael | $1.1B | 412 |
| The Pacific Center for Financial ServicesDanville | $1.1B | 789 |
| Wescap GroupGlendale | $1.1B | 321 |
| Corvus Wealth Advisors LLCTempleton | $1.1B | 363 |
Background
Questions
How much does Knightsbridge Wealth Management manage?
Knightsbridge Wealth Management reports $1.1B in regulatory assets under management across 1,391 accounts, 92% of it on a discretionary basis, on its Form ADV filed September 28, 2026.
How many clients does Knightsbridge Wealth Management have?
It reports 517 individual clients: 333 high-net-worth individuals and 184 other individuals. Individuals account for about 86% of its regulatory assets.
Where is Knightsbridge Wealth Management headquartered?
Its main office is in Newport Beach, California. It reports 1 office in total and 19 employees, 10 of whom perform investment advisory functions.
How does Knightsbridge Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Knightsbridge Wealth Management use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed September 28, 2026, it reports these amounts held: Fidelity ($702M); Charles Schwab ($196M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Knightsbridge Wealth Management a hybrid RIA with a broker-dealer?
Knightsbridge Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Knightsbridge Wealth Management a fiduciary?
As an SEC-registered investment adviser, Knightsbridge Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Knightsbridge Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →