# The Knowles Company, LLC

> The Knowles Company, LLC is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 124779
- Filed as: THE KNOWLES COMPANY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124779
- AdvisorCensus page: https://advisorcensus.com/firm/the-knowles-company-llc-124779

## Quick answers

**How is The Knowles Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Knowles Company, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is The Knowles Company, LLC registered with the SEC or a state?**
The Knowles Company, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 124779.

**How much does The Knowles Company, LLC manage?**
The Knowles Company, LLC reports $58,100,000 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (0% discretionary).

**What types of clients does The Knowles Company, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (6).

**Does The Knowles 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124779

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $58,100,000
- Discretionary: $0
- Non-discretionary: $58,100,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,800,000 |
| High net worth individuals | 17 | $55,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Knowles Company, LLC (CRD 124779): Form ADV filing data as of October 2026.