DFX Intelligence
RIA Intelligence
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SEC-registered adviser
K••••••••• W••••• M•••••••••
Legal name K••••••••• A•••• M••••••••• L••
Latest filing Aug 26, 2026
First filing on the tape Nov 11, 2011 · 39 filings
SEC status approved since Jul 31, 1998
RAUM
$1.1B
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
86%
$959M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$112M
derived; firm RAUM over IAPD count
Employees
13
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$1.1B as of Aug 26, 2026
Jan 26, 2012$925M then
HNW client RAUM$903M as of Aug 26, 2026
Feb 1, 2018$160M then
State-registered IARs (5.B.3)9 as of Aug 26, 2026
Mar 8, 20131 then
Employees (5.A)13 as of Aug 26, 2026
Mar 8, 201310 then
Private funds1 as of Aug 26, 2026
Mar 4, 20241 then
RAUM +34% over the last fiscal year+32% a year over threeIARs 7 to 9
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $112MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $804,100derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 6.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 10.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +34%derivedbetween the last two annual amendments
- Advisor growth, one year
- +29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.6%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Wrap fee program
- $101MreportedItem 5.I
- Custody
- $6.3M, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$903M81%
- Pension and profit-sharing plans$66.4M5.9%
- Individuals$55.6M5.0%
- Corporations and businesses$55.5M5.0%
- Pooled investment vehicles$31.2M2.8%
- Charitable organizations$6.4M0.6%
- Individual clients
- 184reported
- HNW clients
- 333reported
- Pension plan clients
- 18reported
- Charitable clients
- 1reported
- Accounts
- 1,391reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- $0 sponsored, $4.8M managedreported
- Custody of client assets
- $6.3M for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.86 fund_share=0.03 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• G•••••• P•••••••Chartered Financial Analyst | Newport Beach, Ca | Jun 16, 2005 | 31 y | 1 |
| J•••••• V••••Certified Financial Planner | Newport Beach, Ca | Jul 27, 2020 | 54 y | 1 |
| J••••• D•••• M•••• | Newport Beach, Ca | Jan 22, 2021 | 14 y | 0 |
| M•••• E•••• Y••••••Chartered Financial Analyst | Newport Beach, Ca | Mar 24, 2022 | 11 y | 0 |
| T••••• A•• W•••••Certified Financial Planner | Newport Beach, Ca | Mar 24, 2022 | 20 y | 0 |
| K••• E••••• B••••••• | Newport Beach, Ca | Mar 25, 2022 | 14 y | 1 |
| H••••• J••• B•••••• | Newport Beach, Ca | Mar 4, 2024 | 16 y | 1 |
| L•••••• M••••• G•••Chartered Financial Analyst | Newport Beach, Ca | Sep 20, 2024 | 11 y | 0 |
| G••••••• H••••Chartered Financial Analyst | Newport Beach, Ca | Mar 14, 2025 | 16 y | 0 |
| J•••• R••••• G•••••••Chartered Financial Analyst | Newport Beach, Ca | Nov 3, 2025 | 27 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- E•••• C•••••• B••••• to C•••••• A•••• M••••••••• L••Aug 9, 2023 · RIA to RIA
Joined, latest
- J•••• R••••• G••••••• from F•••• F••••••••• A•••••••Nov 3, 2025 · RIA to RIA
- H••••• J••• B•••••• from U•• F•••••••• S••••••• I•••Mar 4, 2024 · Wirehouse to independent RIA
- K••• E••••• B••••••• from B•••••• C•••••• C•••••••••Mar 25, 2022 · RIA to RIA
- E•••• C•••••• B••••• from B•••••• C•••••• C•••••••••Jul 29, 2020 · RIA to RIA
- J•••••• V•••• from B•••••• C•••••• C•••••••••Jul 27, 2020 · RIA to RIA
- J••• G•••••• P••••••• from C••••••••• C••••••••• I•••••••••Jun 16, 2005 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from B•••••• C•••••• C•••••••••Jul 23, 2020 · Newport Beach, Ca · Firm absorbed
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| K•• A••••••••• O••••••••• F•••• L• | Hedge Fund | $30.8M | 0 | Mar 4, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• K•••• E••••• · Principalcontrolsince 07/2020 · owns 25% to 50%
- P•••••••• J•••• G•••••• · President & Chief Investment Officercontrolsince 08/2011 · owns 25% to 50%
- Y••••••• M••••• E•••• · Principal, Portfolio Managercontrolsince 01/2015 · owns 25% to 50%
- W•••••• T•••••• A•• · Chief Operating Officer Officersince 05/2006 · owns less than 5%
Related persons
Schedule D 7.A
- K•• G•••••• P••••••• L••pooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Newport Beach, Ca · principal | 10 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,386 to 1,391Dec 16, 2025 to Mar 31, 2026
- Advisory employees · 7 to 9Dec 16, 2025 to Mar 31, 2026
- Advisory activities · 4 to 5Dec 16, 2025 to Mar 31, 2026
- Charity clients · unset to 1.0Dec 16, 2025 to Mar 31, 2026
- Corporate clients · 12 to 9Dec 16, 2025 to Mar 31, 2026
- HNW clients · 318 to 333Dec 16, 2025 to Mar 31, 2026
- Individual clients · 158 to 184Dec 16, 2025 to Mar 31, 2026
- Pension plan clients · 19 to 18Dec 16, 2025 to Mar 31, 2026
- Assets in custody · $7.2M to $6.3MDec 16, 2025 to Mar 31, 2026
- State-registered IARs · 7 to 9Dec 16, 2025 to Mar 31, 2026
- Discretionary RAUM · $798M to $1.0BDec 16, 2025 to Mar 31, 2026
- HNW RAUM · $665M to $903MDec 16, 2025 to Mar 31, 2026
- Individual RAUM · $42.4M to $55.6MDec 16, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $35.4M to $88.5MDec 16, 2025 to Mar 31, 2026
- Pension RAUM · $50.2M to $66.4MDec 16, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $30.9M to $31.2MDec 16, 2025 to Mar 31, 2026
- RAUM · $833M to $1.1BDec 16, 2025 to Mar 31, 2026
- Wrap assets (manager) · $4.1M to $4.8MDec 16, 2025 to Mar 31, 2026
- Accounts · 1,059 to 1,386Mar 4, 2024 to Mar 28, 2025
- Advisory employees · 5 to 7Mar 4, 2024 to Mar 28, 2025
- Corporate clients · 9 to 12Mar 4, 2024 to Mar 28, 2025
- HNW clients · 284 to 318Mar 4, 2024 to Mar 28, 2025
- Individual clients · 148 to 158Mar 4, 2024 to Mar 28, 2025
- Pension plan clients · 16 to 19Mar 4, 2024 to Mar 28, 2025
- Pooled vehicle clients · unset to 1.0Mar 4, 2024 to Mar 28, 2025
- Assets in custody · $0 to $7.2MMar 4, 2024 to Mar 28, 2025
- Employees · 10 to 13Mar 4, 2024 to Mar 28, 2025
- Financial planning clients · 11-25 to 26-50Mar 4, 2024 to Mar 28, 2025
- State-registered IARs · 5 to 7Mar 4, 2024 to Mar 28, 2025
- Discretionary RAUM · $610M to $798MMar 4, 2024 to Mar 28, 2025
- HNW RAUM · $552M to $665MMar 4, 2024 to Mar 28, 2025
- Individual RAUM · $31.0M to $42.4MMar 4, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $33.7M to $35.4MMar 4, 2024 to Mar 28, 2025
- Pension RAUM · $40.6M to $50.2MMar 4, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · unset to 30936924.0Mar 4, 2024 to Mar 28, 2025
- RAUM · $644M to $833MMar 4, 2024 to Mar 28, 2025
- Wrap assets (manager) · $3.2M to $4.1MMar 4, 2024 to Mar 28, 2025
- Accounts · 946 to 1,059Mar 29, 2023 to Mar 4, 2024
- Advisory employees · 4 to 5Mar 29, 2023 to Mar 4, 2024
- Advisory activities · 3 to 4Mar 29, 2023 to Mar 4, 2024
Signals
7 dated events
- K••••••••• W••••• M••••••••• reported RAUM $1.1B, up 34% from $833.5M (2025-12-16 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- K••••••••• W••••• M••••••••• reported RAUM $833.5M, up 29% from $643.7M (2024-03-04 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- K••••••••• W••••• M••••••••• reported RAUM $643.7M, up 31% from $491.2M (2023-03-29 to 2024-03-04)Mar 4, 2024 · RAUM change · derived
- E•••• C•••••• B••••• left K••••••••• W••••• M••••••••• for C•••••• A•••• M••••••••• L•• (registered 2023-08-18)Aug 9, 2023 · Advisor changed firm · fact
- K••••••••• W••••• M••••••••• reported RAUM $446.7M, up 44% from $310.9M (2020-10-06 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- K••••••••• W••••• M••••••••• reported RAUM $310.9M, up 68% from $184.7M (2020-03-30 to 2020-06-30)Jun 30, 2020 · RAUM change · derived
- E Kurt Beimfohr (Principal) appeared on Schedule A of K••••••••• W••••• M•••••••••Jun 30, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- k•••••••••@k•••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 949-644-4444reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/knightsbridge-wealth-managementreportedpublic record, Form ADV, Sep 21, 2026
- Website
- w••.k•••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 949-644-4444reportedpublic record, Form ADV, Aug 26, 2026
- Contact form
- k•••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- k•••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $112Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026