# Miles Yourman

> Miles Yourman is a fee-only financial advisor at Knightsbridge Wealth Management in Newport Beach, California, who holds the CFA credential. Miles focuses on estate & legacy planning. Knightsbridge Wealth Management reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/miles-yourman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Knightsbridge Wealth Management
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.12B across 1,391 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning
- **CRD:** 5173072 (https://adviserinfo.sec.gov/individual/summary/5173072)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.knightsb.com

## Frequently asked questions

### Is Miles Yourman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Miles holds no broker registration, and Knightsbridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Miles charge for financial advice?

Miles's firm, Knightsbridge Wealth Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Miles Yourman based?

Miles Yourman is based in Newport Beach, California.

### What does Miles specialize in?

Miles's specialties include estate & legacy planning.

### What credentials does Miles Yourman hold?

Miles Yourman holds the CFA credential.

### Is Miles Yourman registered with the SEC?

Yes. Miles Yourman is registered as an investment adviser representative in TX (CRD 5173072), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Knightsbridge Wealth Management manage?

Knightsbridge Wealth Management reports $1.12B across 1,391 accounts in assets under management.

### How do I contact Miles Yourman?

Through Miles's website, www.knightsb.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5173072): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.knightsb.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.