# Knightsbridge Wealth Management

> 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.

- CRD: 110347
- Filed as: KNIGHTSBRIDGE WEALTH MANAGEMENT
- Legal name: Knightsbridge Asset Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110347
- AdvisorCensus page: https://advisorcensus.com/firm/knightsbridge-wealth-management-newport-beach-ca-110347

## Quick answers

**How is Knightsbridge Wealth Management compensated?**
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.

**How much does Knightsbridge Wealth Management charge?**
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.

**Where is Knightsbridge Wealth Management located?**
Knightsbridge Wealth Management's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Knightsbridge Wealth Management registered with the SEC or a state?**
Knightsbridge Wealth Management is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 110347.

**How much does Knightsbridge Wealth Management manage?**
Knightsbridge Wealth Management reports $1,118,503,781 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (92% discretionary).

**How have Knightsbridge Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Knightsbridge Wealth Management serve?**
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).

**Which custodians does Knightsbridge Wealth Management use?**
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.

**Does Knightsbridge Wealth Management 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/110347

**Does Knightsbridge Wealth Management state an account minimum?**
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."

**What changed in Knightsbridge Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 9 to 10. Registered or notice-filed in NH.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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%.

- Account minimum: $500,000

> 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.

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: $1,118,503,781
- Discretionary: $1,030,039,247
- Non-discretionary: $88,464,534

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 184 | $55,623,567 |
| High net worth individuals | 333 | $903,333,727 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $31,225,678 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $66,393,900 |
| Charitable organizations | 1 | $6,388,808 |
| Corporations or other businesses not listed above | 9 | $55,538,101 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1998 (28 years)
- Employees: 19 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, ID, MD, NH, NV, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- knightsb.com
- LinkedIn @knightsbridge-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $446,714,916 | 7 | March 31, 2021 |
| October 2022 | $534,943,652 | 8 | July 1, 2022 |
| October 2023 | $491,160,236 | 8 | March 29, 2023 |
| October 2024 | $643,731,950 | 10 | March 4, 2024 |
| October 2025 | $833,486,922 | 13 | March 28, 2025 |
| October 2026 | $1,118,503,781 | 19 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 9 to 10.
- Registered or notice-filed in NH.

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $833,486,922 to $1,118,503,781 (+34%).

### January 2026
- No longer registered or notice-filed in GA, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Knightsbridge Wealth Management (CRD 110347): Form ADV filing data as of October 2026.