Todd Wenning is a CFA-designated registered investment advisor at Kna Capital, based in Cincinnati, OH, with 7 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 10 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. The firm may waive fees for certain family members of employees.
Fee Estimator
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is the principal and sole member of W8 Group LLC, focused on investment-related publishing, writing, and editing. He also serves as a lecturer and director of the Hanley Center for ESG Investing at the University of Dayton, teaching finance courses and advising a student-managed ESG investment fund.
Employment History
Current Registrations
Kna Capital
Previous Registrations
Ensemble Capital Management, LLC
State Registrations1 state
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