{
  "crd_number": 110347,
  "slug": "knightsbridge-wealth-management-newport-beach-ca-110347",
  "primary_business_name": "KNIGHTSBRIDGE WEALTH MANAGEMENT",
  "legal_name": "KNIGHTSBRIDGE ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-07-31",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 1118503781.0,
  "raum_discretionary": 1030039247.0,
  "raum_non_discretionary": 88464534.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 19,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 6388808.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 55623567.0,
      "count": 184
    },
    "pension_profit_sharing": {
      "raum": 66393900.0,
      "count": 18
    },
    "high_net_worth_individuals": {
      "raum": 903333727.0,
      "count": 333
    },
    "pooled_investment_vehicles": {
      "raum": 31225678.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 55538101.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "MD",
    "NH",
    "NV",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://knightsb.com",
    "https://linkedin.com/company/knightsbridge-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110347",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/knightsbridge-wealth-management-newport-beach-ca-110347",
  "display_name": "Knightsbridge Wealth Management",
  "summary": "Knightsbridge Wealth Management is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Knightsbridge Wealth Management (CRD 110347): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Knightsbridge Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Knightsbridge Wealth Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Knightsbridge Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Knightsbridge Wealth Management located?",
      "a": "Knightsbridge Wealth Management's principal office is in Newport Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Knightsbridge Wealth Management registered with the SEC or a state?",
      "a": "Knightsbridge Wealth Management is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 110347."
    },
    {
      "q": "How much does Knightsbridge Wealth Management manage?",
      "a": "Knightsbridge Wealth Management reports $1,118,503,781 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (92% discretionary)."
    },
    {
      "q": "How have Knightsbridge Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Knightsbridge Wealth Management: Regulatory assets under management: $446,714,916 in the October 2021 data and $1,118,503,781 in the October 2026 data, up 150%. Total employees: 7 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Knightsbridge Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (333); individuals (other than high net worth individuals) (184); pension and profit sharing plans (but not the plan participants or government pension plans) (18)."
    },
    {
      "q": "Which custodians does Knightsbridge Wealth Management use?",
      "a": "Knightsbridge Wealth Management'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."
    },
    {
      "q": "Does Knightsbridge Wealth Management report any disciplinary disclosures?",
      "a": "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/110347"
    },
    {
      "q": "Does Knightsbridge Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Generally, Knightsbridge requires a minimum account size of $500,000 to open an account. We may combine family accounts of retail clients to meet the account size minimum.\""
    },
    {
      "q": "What changed in Knightsbridge Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 9 to 10. Registered or notice-filed in NH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 446714916.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 534943652.0,
      "total_employees": 8,
      "filing_date": "2022-07-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 491160236.0,
      "total_employees": 8,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 643731950.0,
      "total_employees": 10,
      "filing_date": "2024-03-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 833486922.0,
      "total_employees": 13,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1118503781.0,
      "total_employees": 19,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10.",
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 9.",
        "Regulatory assets under management went from $833,486,922 to $1,118,503,781 (+34%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in GA, PA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Knightsbridge charges an advisory fee for investment advisory services based on a percentage of the client’s total assets under management. Our maximum annual fee charged is 1.5%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Generally, Knightsbridge requires a minimum account size of $500,000 to open an account. We may combine family accounts of retail clients to meet the account size minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Knightsbridge charges an advisory fee for investment advisory services based on a percentage of the client’s total assets under management. Our maximum annual fee charged is 1.5%.",
      "Generally, Knightsbridge requires a minimum account size of $500,000 to open an account. We may combine family accounts of retail clients to meet the account size minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/knightsbridge-wealth-management-newport-beach-ca-110347.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 184,
      "fewer_than_5": false,
      "raum": 55623567.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 333,
      "fewer_than_5": false,
      "raum": 903333727.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 31225678.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 66393900.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 6388808.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 55538101.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110347",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}