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Knuff & Company LLC

SEC Registered

Engaging clients. Investing capital. Preserving legacies. …with a conscience.

Foster City, CAhttps://knuffco.com650-832-9010
Assets Under Management
$100M–$500M
Employees
4
Office Locations
1 office
Total Accounts
28

About the firm

A multi-family office and trusted steward of multi-generational wealth, including our own family's, for over 33 years. A client-centric culture founded on integrity, intellectual curiosity, productivity, and our experiences managing our own wealth. Active managers who provide perspective and bespoke holistic advisory services.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesPension/Profit Sharing

Areas of expertise

Multi-family OfficeInvestment ManagementEstate PlanningTrust ManagementFamily-owned BusinessesExit PlanningPhilanthropyCharitable GivingPrivate EquityVenture CapitalInvestment Banking+5 more

Services

Multi-generational financial and estate planning; active investment, portfolio and trust management; advisory services including asset allocation and concentrated positions, family assets/businesses (valuation, succession, transition, exit planning), philanthropy, tax efficiency, and coordination with other trusted professionals (accountants, attorneys).

Private funds / alternatives
Hedge

Who they serve

Multi-generational families, including engagement with multiple generations within families to appreciate, understand, and fulfill financial goals and ambitions.

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals28$385M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans1$8.8M
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

Leadership

Heather B Knuff
MANAGING PARTNER, CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
CA
Foster CityHQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#298203
SEC Number
801-113925
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $2,000,000 (waivable)
Asset tierAnnual rate
First $5 million1.00%
Next $5 million0.75%
Above $10 million0.50%

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Knuff & Company LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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