Know Your Options Llc
- Regulatory AUM
- $389M
- Discretionary
- $177M
- Clients
- 830
- Avg AUM / client
- $468K
- Accounts
- 1,123
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 646 | $86.0M | 22.1% |
| High net worth individuals | 151 | $122M | 31.3% |
| Pension and profit sharing plans | 33 | $181M | 46.6% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy M Webb | Cio, Cco | Mar 2012 (14y) | 50% – 75% | |
| Schwartz, Robert | Member | Dec 2012 (14y) | 25% – 50% | |
| Michael R Tosaw | Registered representative | May 2010 (16y) | ||
| George A Tkaczuk | Registered representative | Apr 2011 (15y) | ||
| James Claude Bellinger | Registered representative | Aug 2014 (12y) | ||
| Christopher F Chiu | Registered representative | Dec 2014 (12y) | ||
| Frank Helmut Schulz | Registered representative | Feb 2015 (11y) | ||
| Jacob Alan Moss | Registered representative | Sep 2020 (6y) | ||
| Brady Thomas Lawrence | Registered representative | Dec 2022 (4y) | ||
| Mark David Kerman | Registered representative | Nov 2024 (2y) | ||
| Richard Michael Senatore | Registered representative | Jan 2025 (2y) | ||
| Peter Michael Clementz | Registered representative | Dec 2025 (1y) | ||
| Daniel Lucas Dickerson | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $131M (34% of AUM) Mar 2026
- Interactive Brokers $31.0M (8% of AUM) Mar 2026
- Voya Financial $30.0M (15% of AUM) Jul 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗