Todd Wenning
KNA Capital · Cincinnati, Ohio
Todd Wenning is a fee-only financial advisor at KNA Capital in Cincinnati, Ohio, who holds the CFA credential. KNA Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | KNA Capital |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $3.1M across 14 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 4687529 |
| Exams passed | Series 63 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kna-capital.com |
| Profile |
How Todd's firm compares
- KNA Capital's average account is about $220,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Todd
Is Todd Wenning a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and KNA Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, KNA Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Todd Wenning based?
Todd Wenning is based in Cincinnati, Ohio.
What credentials does Todd Wenning hold?
Todd Wenning holds the CFA credential.
Is Todd Wenning registered with the SEC?
Yes. Todd Wenning is registered as an investment adviser representative in OH (CRD 4687529), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KNA Capital manage?
KNA Capital reports $3.1M across 14 accounts in assets under management.
How do I contact Todd Wenning?
Through Todd's website, www.kna-capital.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
- KNA Capital 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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