Miles Yourman
Knightsbridge Wealth Management · Newport Beach, California
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.
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Specialties
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 |
| Assets under management | $1.12B across 1,391 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5173072 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.knightsb.com |
How Miles's firm compares
- Knightsbridge Wealth Management's average account is about $804,000, from its Form ADV (assets managed divided by 1,391 accounts).
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Questions about Miles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Knightsbridge Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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