AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Ohio / Cleveland / 2 Knights Wealth Management, LLC

2 Knights Wealth Management, LLC

Pepper Pike, OHSEC-registered investment adviserCRD 307238

Filed as 2 KNIGHTS WEALTH MANAGEMENT, LLC

2 Knights Wealth Management, LLC is an SEC-registered investment advisory firm in Pepper Pike, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

4 years
registered since 2022
$127,345,618
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is 2 Knights Wealth Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), 2 Knights Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

Where is 2 Knights Wealth Management, LLC located?

2 Knights Wealth Management, LLC's principal office is in Pepper Pike, OH, according to its Form ADV.

Is 2 Knights Wealth Management, LLC registered with the SEC or a state?

2 Knights Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 307238.

How much does 2 Knights Wealth Management, LLC manage?

2 Knights Wealth Management, LLC reports $127,345,618 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (91% discretionary).

How have 2 Knights Wealth Management, LLC's assets and staff changed since 2022?

In the Form ADV data for 2 Knights Wealth Management, LLC: Regulatory assets under management: $104,118,368 in the October 2022 data and $127,345,618 in the October 2026 data, up 22%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does 2 Knights Wealth Management, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (25).

Which custodians does 2 Knights Wealth Management, LLC use?

2 Knights Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

Does 2 Knights Wealth Management, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307238

Does 2 Knights Wealth Management, LLC state an account minimum?

Its Form ADV Part 2A brochure dated April 17, 2026 says: "We generally require a minimum investment of $250,000 for a client to be separately managed. Our minimum is negotiable, and we reserve the right to decline business at our discretion."

What changed in 2 Knights Wealth Management, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $106,937,361 to $127,345,618 (+19%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $250,000 (the brochure says it may be waived or negotiated)

The brochure's wording
We generally require a minimum investment of $250,000 for a client to be separately managed. Our minimum is negotiable, and we reserve the right to decline business at our discretion.

As stated in the firm's Form ADV Part 2A brochure dated April 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$127,345,618

$127,345,618 as of October 2026, filing dated April 17, 2026.

Discretionary: $115,912,792.Non-discretionary: $11,432,826.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 25 Assets $8,284,947 (7%)
High net worth individuals
Clients 34 Assets $108,930,246 (86%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $1,789,030 (1%)
Charitable organizations
Clients Fewer than 5 Assets $8,023,940 (6%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $317,455 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
2 states or jurisdictions
FLOH

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$104M 2022 $108M 2023 $90.3M 2024 $107M 2025 $127M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$127,345,6182April 17, 2026
October 2025$106,937,3612March 26, 2025
October 2024$90,332,8061March 25, 2024
October 2023$107,741,2862January 30, 2023
October 2022$104,118,3682July 1, 2022

Regulatory assets under management: $104,118,368 in the October 2022 data and $127,345,618 in the October 2026 data, up 22%.

Total employees: 2 in October 2022 and 2 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $106,937,361 to $127,345,618 (+19%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
2knightswealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. 2 Knights Wealth Management, LLC (CRD 307238): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/2-knights-wealth-management-llc-pepper-pike-oh-307238