KNOX AVENUE FINANCIAL CORP.

RIASEC RegisteredEst. 2025

Total AUM

$145M

Discretionary

$128M

88% of AUM

Avg account

$191K

Accounts

758

Employees

Advisory reps

Firm details

Headquarters: SAINT PAUL, Minnesota
CRD number: 289094
Registered since: May 19, 2025
Website: www.knoxavenuefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI64.32%
Individuals29.24%
Pension & Profit Sharing Plans6.21%
Charitable Organizations0.24%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Knox Avenue Financial Corp. is an independent registered investment adviser owned by an individual and positioned to serve both individual/family clients and institutional relationships. The firm provides fee-based services (a mix of percentage-of-AUM and fixed-fee arrangements) and combines financial planning, portfolio management for individuals and small businesses, and pension consulting with an insurance brokerage capability. The adviser is SEC-registered (2025) and is not identified as a capital allocator or an active ESG investor.