Knowledge Leaders Capital, LLC
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Overview
Knowledge Leaders Capital, LLC operates as an advisory firm that has its headquarters in Denver, Colorado. It oversees $184.6 million in assets across 60 accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The company has a small group, including 4 financial advisors. Knowledge Leaders Capital, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments like equities, options and bonds.
Knowledge Leaders Capital, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction judgments without needing the client's permission. Knowledge Leaders Capital, LLC oversees about $3.1 million in assets for each account. An average financial advisor at Knowledge Leaders Capital, LLC manages about 15 client accounts, placing it among the more personalized firms in the country.
Knowledge Leaders Capital, LLC's main office is located at 1600 Broadway, Denver, Colorado 80202. It is registered to provide services to clients across a few states, including California, Colorado and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Knowledge Leaders Capital, LLC by the Numbers
$184.6 million
7
60
$3.1 million
Fee Structure
Financial advisory fees are based on which services the firm provides the client. However, fees billed by the firm typically consist of the following fee type: asset-based. Knowledge Leaders Capital, LLC does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to high net worth investors, investment companies and pension plans. Out of its 60 clients, Knowledge Leaders Capital, LLC's largest client type is high net worth investors, though it also manages money for 47 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 83.93%
- Other Individuals - 0%
- Corporations - 16.07%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Knowledge Leaders Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Knowledge Leaders Capital, LLC
Denver, CO
Denver, CO
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