# Knuff & Company LLC

> Knuff & Company LLC is an SEC-registered investment advisory firm in Foster City, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 298203
- Filed as: KNUFF & COMPANY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Foster City, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298203
- AdvisorCensus page: https://advisorcensus.com/firm/knuff-and-company-llc-foster-city-ca-298203

## Quick answers

**How is Knuff & Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Knuff & Company LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Knuff & Company LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $5,000,000: 1% a year; $5,000,000 to $10,000,000: 0.75% a year; Above $10,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Knuff & Company LLC located?**
Knuff & Company LLC's principal office is in Foster City, CA, according to its Form ADV.

**Is Knuff & Company LLC registered with the SEC or a state?**
Knuff & Company LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298203.

**How much does Knuff & Company LLC manage?**
Knuff & Company LLC reports $393,879,421 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Knuff & Company LLC's assets and staff changed since 2021?**
In the Form ADV data for Knuff & Company LLC: Regulatory assets under management: $271,354,155 in the October 2021 data and $393,879,421 in the October 2026 data, up 45%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Knuff & Company LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Knuff & Company LLC use?**
Knuff & Company LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Knuff & Company 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/298203

**Does Knuff & Company LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "The required minimum initial account balance for a UMA Client or a Fund investor is two million dollars ($2,000,000). In certain circumstances, we will waive the minimum initial account balance in our sole and absolute discretion."

**What changed in Knuff & Company LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 26, 2026)

- Up to $5,000,000: 1% a year
- $5,000,000 to $10,000,000: 0.75% a year
- Above $10,000,000: 0.5% a year

> For a UMA Client receiving wealth planning and portfolio management services, the annual management fee is assessed quarterly in arrears, based on the total market value of the account according to the following schedule:

> 1.00% (100 basis points) on the first $5 million 0.75% (75 basis points) on the next $5 million 0.50% (50 basis points) on any amount in excess of $10 million

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> The required minimum initial account balance for a UMA Client or a Fund investor is two million dollars ($2,000,000). In certain circumstances, we will waive the minimum initial account balance in our sole and absolute 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.

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: $393,879,421
- Discretionary: $393,879,421
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 28 | $385,041,356 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $8,838,065 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $271,354,155 | 3 | March 9, 2021 |
| October 2022 | $359,161,178 | 3 | March 22, 2022 |
| October 2023 | $268,589,956 | 3 | March 8, 2023 |
| October 2024 | $308,459,382 | 3 | March 21, 2024 |
| October 2025 | $384,984,892 | 3 | April 29, 2025 |
| October 2026 | $393,879,421 | 4 | March 26, 2026 |

Regulatory assets under management: $271,354,155 in the October 2021 data and $393,879,421 in the October 2026 data, up 45%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Knuff & Company LLC (CRD 298203): Form ADV filing data as of October 2026.