# 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.

- CRD: 307238
- Filed as: 2 KNIGHTS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pepper Pike, OH
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307238
- AdvisorCensus page: https://advisorcensus.com/firm/2-knights-wealth-management-llc-pepper-pike-oh-307238

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 17, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $127,345,618
- Discretionary: $115,912,792
- Non-discretionary: $11,432,826

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 2knightswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $104,118,368 | 2 | July 1, 2022 |
| October 2023 | $107,741,286 | 2 | January 30, 2023 |
| October 2024 | $90,332,806 | 1 | March 25, 2024 |
| October 2025 | $106,937,361 | 2 | March 26, 2025 |
| October 2026 | $127,345,618 | 2 | April 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $106,937,361 to $127,345,618 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 2 Knights Wealth Management, LLC (CRD 307238): Form ADV filing data as of October 2026.