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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

KNOWLEDGE LEADERS CAPITAL, LLC

CRD 144482

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e148305-3445-903e-2c53-eae48bd5b580

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 0
Observed: Mar 5, 2012 to Mar 27, 2024
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $167MItem 5.F on the latest filing (2024-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $167M
Private client RAUM: $8.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 5%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 35
High net worth clients: 25
SEC number: 801-69490
CRD: 144482
Filings on the tape: 35
First filed: Mar 5, 2012
Latest filed: Mar 27, 2024
Organised: Limited Liability Company, Colorado

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
INTANGIBLE CAPITAL, LLC	Member	E	yes	11/2015	Aug 5, 2016	Mar 27, 2024
KNOWLEDGE LEADERS HOLDINGS, LLC	Member	E	yes	07/2016	May 1, 2017	Mar 27, 2024
VANNELLI, STEVEN, CRAIG	Owner	E	yes	11/2015	Mar 5, 2012	Mar 27, 2024
VANNELLI, STEVEN, CRAIG	CHIEF EXECUTIVE OFFICER	Na	yes	01/2006	Mar 5, 2012	Mar 27, 2024
LUDWIG, STEVEN, CHARLES	CHIEF COMPLIANCE OFFICER	Na	no	01/2023	Feb 6, 2023	Mar 27, 2024
RAKOWSKI, JILL, BOAT	CHIEF OPERATING OFFICER	Na	no	07/2008	Mar 5, 2012	Mar 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 27, 2024	$167M	$167M	5	3	0	n/a	n/a
2022	Mar 28, 2023	$185M	$185M	7	4	0	n/a	n/a
2021	Mar 16, 2022	$366M	$366M	5	2	0	n/a	n/a
2020	Mar 29, 2021	$397M	$397M	6	2	0	n/a	n/a
2019	Mar 30, 2020	$149M	$149M	8	2	0	n/a	n/a
2018	Mar 29, 2019	$224M	$224M	8	2	1	n/a	n/a
2017	Mar 29, 2018	$498M	$498M	8	2	1	n/a	n/a
2016	Feb 10, 2017	$873M	$873M	10	4	n/a	n/a	n/a
2015	Mar 15, 2016	$611M	$611M	8	4	n/a	n/a	n/a
2014	Mar 20, 2015	$581M	$581M	9	4	n/a	n/a	n/a
2013	Mar 19, 2014	$634M	$634M	9	4	n/a	n/a	n/a
2012	Mar 4, 2013	$445M	$445M	8	4	n/a	n/a	n/a
2011	Mar 5, 2012	$205M	$205M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$167M	$185M	-9.6%	$397M	-25.1%	5	7	0	0

Relationships

Owns (2)

← LUDWIG, STEVEN, CHARLESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 6, 2023 to presentfactForm ADV
← RAKOWSKI, JILL, BOATOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 5, 2012 to presentfactForm ADV

Controls (3)

← VANNELLI, STEVEN, CRAIGOwnerOWNER, ownership code E, individual
Mar 5, 2012 to presentfactForm ADV
← INTANGIBLE CAPITAL, LLCOwnerMEMBER, ownership code E, domestic entity
Aug 5, 2016 to presentfactForm ADV
← KNOWLEDGE LEADERS HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
May 1, 2017 to presentfactForm ADV

Registered with (1)

← Brycen Noel CowardAdvisorregistration: previous registration
Nov 22, 2021 to Apr 10, 2024factForm ADV

Dated events

Occurred
Apr 10, 2024
Advisor changed firm
Brycen Noel Coward left Knowledge Leaders Capital, Llc for Lido (registered 2022-02-04)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Regulatory AUM changed
Knowledge Leaders Capital, Llc reported RAUM $184.6M, down 50% from $366.1M (2023-02-06 to 2023-03-28)
Form ADVobserved 4 days ago
$-182M
Occurred
Mar 29, 2021
Regulatory AUM changed
Knowledge Leaders Capital, Llc reported RAUM $396.7M, up 167% from $148.5M (2021-01-04 to 2021-03-29)
Form ADVobserved 4 days ago
$248M
Occurred
Jan 4, 2021
Control person left
Paul Andrew Chica (Chief Compliance Officer) no longer on Schedule A of Knowledge Leaders Capital, Llc (listed 2020-06-26, absent 2021-01-04)
Form ADVobserved 4 days ago
Occurred
May 2, 2019
Control person joined
Paul Andrew Chica (Chief Compliance Officer) appeared on Schedule A of Knowledge Leaders Capital, Llc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Regulatory AUM changed
Knowledge Leaders Capital, Llc reported RAUM $223.9M, down 55% from $497.6M (2018-11-30 to 2019-03-29)
Form ADVobserved 4 days ago
$-274M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e148305-3445-903e-2c53-eae48bd5b580
First observed: Mar 5, 2012
Last observed: Mar 27, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KNOWLEDGE LEADERS CAPITAL, LLC

CRD 144482

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e148305-3445-903e-2c53-eae48bd5b580

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:56 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

INTANGIBLE CAPITAL, LLC

Member

yes

11/2015

Aug 5, 2016

Mar 27, 2024

KNOWLEDGE LEADERS HOLDINGS, LLC

Member

yes

07/2016

May 1, 2017

Mar 27, 2024

VANNELLI, STEVEN, CRAIG

Owner

yes

11/2015

Mar 5, 2012

Mar 27, 2024

VANNELLI, STEVEN, CRAIG

CHIEF EXECUTIVE OFFICER

yes

01/2006

Mar 5, 2012

Mar 27, 2024

LUDWIG, STEVEN, CHARLES

CHIEF COMPLIANCE OFFICER

01/2023

Feb 6, 2023

Mar 27, 2024

RAKOWSKI, JILL, BOAT

CHIEF OPERATING OFFICER

07/2008

Mar 5, 2012

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 27, 2024

$167M

n/a

2022

Mar 28, 2023

$185M

n/a

2021

Mar 16, 2022

$366M

n/a

2020

Mar 29, 2021

$397M

n/a

2019

Mar 30, 2020

$149M

n/a

2018

Mar 29, 2019

$224M

n/a

2017

Mar 29, 2018

$498M

n/a

2016

Feb 10, 2017

$873M

n/a

2015

Mar 15, 2016

$611M

n/a

2014

Mar 20, 2015

$581M

n/a

2013

Mar 19, 2014

$634M

n/a

2012

Mar 4, 2013

$445M

n/a

2011

Mar 5, 2012

$205M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$167M

$185M

-9.6%

$397M

-25.1%