Knox Capital

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
South Salem, New York
CRD number
329511
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Knox Capital is a limited liability company operating as an independent registered investment adviser based in New York. The firm is individually owned and focuses on advisory work for individuals and small businesses, delivering portfolio management services. Its stated compensation structure combines a percentage-of-assets-under-management fee with the option for performance-based fees. The firm does not identify itself as a capital allocator, is not active on ESG investing, and is not listed as a multistate adviser or pension consultant.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • William Knox

    William Knox

    Senior VPCRD 1402395

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

South Salem, NY

Westchester

Location

South Salem, NY

Headquartered in South Salem, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
53 Bouton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth