Kevin
Knapp

Zevenbergen Capital Investments LLC

CRD#1544384
Investment Advisor
in Seattle, WA

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About this Advisor

Kevin Knapp is a financial advisor based out of Seattle, Washington with 18 years of industry experience. Knapp works at Zevenbergen Capital Investments LLC. They have worked at Zevenbergen Capital Investments Llc for their complete career. Knapp maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Washington. Zevenbergen Capital Investments LLC is an advisory company headquartered in Seattle, WA. It oversees $3 billion in assets among its 325 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 325 client accounts, 44% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Zevenbergen Capital Investments LLC performs a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial management largely depend on the type of services. Fees charged by Zevenbergen Capital Investments LLC likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Others

Office Location

601 Union Street Suite 4600
Seattle, WA 98101

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Zevenbergen Capital Investments LLC Brokerage Details

Total Assets Under Management

$3,029,345,000

WA Average: $3,566,627,242
Total Number of Employees

23

WA Average: 46
Total Number of Accounts

325

WA Average: 1,499
Average Account Size

$9,321,062

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Kevin Knapp Work History

Kevin has been registered as a financial advisor for 18 years.*

2004 - Present (20 years)

Zevenbergen Capital Investments LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Knapp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Zevenbergen Capital Investments LLC

Anthony Zackery
Seattle, WA
Gregory Gibson
Seattle, WA
Joseph Dennison
Seattle, WA
Christina Boggs
Seattle, WA
Kristie Garrett
Seattle, WA
Ann Vavrousek
Seattle, WA
Kevin Knapp
Seattle, WA
Danielle Blanchard
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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