SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Knightsbridge Wealth Management
Newport Beach, CA
Knightsbridge Asset Management LLC, CRD 110347
Firm filing updated September 28, 2026 ·
- $1.1BAssets
- 10Advisory staff
- 1,391Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals333
- Individuals184
- Pension and profit sharing plans18
- Corporations or other businesses9
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 184 | $55.6 million |
| High net worth individuals | 333 | $903.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $31.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $66.4 million |
| Charitable organizations | Fewer than 5 clients | $6.4 million |
| Corporations or other businesses not listed above | 9 | $55.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts1,391
- Discretionary$1.0 billion · 1,247 accounts
- Non-discretionary$88.5 million · 144 accounts
People
- Employees19
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Knightsbridge Asset Management LLC SEC-registered investment advisor. CRD 110347, SEC file 801-55731.
- Registered with the SEC as an investment advisor (status date on record: July 31, 1998).
Is Knightsbridge Wealth Management a fiduciary?
Short answer: Knightsbridge Wealth Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.