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RH KNAPP & CO.

Advisory

CO

Data as of Jul 20, 2026 · Source: SEC Form ADV

AUM change, 1 year
-26.7%
17th percentile in CO
AUM CAGR, 3 year
-11.1%
compound annual growth
Average account
$799K
across 31 accounts
AUM per adviser
$25M
1 adviser
Filing history
13
filings since 2001

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM
$25M
1-Year AUM Growth
-26.7%
3-Year CAGR
-11.1%
Employees
1
Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingAug 27, 2001
Latest FilingJul 20, 2026
Full AUM trend chart and 13 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

PYRAMID PEAK CAPITAL, LLC
$25M
FORTRESS CAPITAL MANAGEMENT, INC.
STEAMBOAT SPRINGS, CO
$25M
-27.5% 1Y
SCHIELD MANAGEMENT COMPANY
LITTLETON, CO
$25M
-90.9% 1Y
NEQUIT WEALTH & INVESTMENT MANAGEMENT, LLC
DENVER, CO
$25M
MECHTENBERG FINANCIAL GROUP INC
ARVADA, CO
$25M
-50.0% 1Y
SWEET INTELLIGENCE INC
DENVER, CO
$25M

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