Knox Capital
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
FINTRXOverview
Knox Capital operates as a small, owner-managed limited liability company focused on portfolio management for individuals and small businesses. The firm charges both a percentage-of-AUM fee and performance-based fees, indicating it may run incentive-aligned mandates or separately managed accounts alongside standard advisory relationships. Knox Capital is not positioned as an ESG-driven investor, is not a multi-state adviser, and is not identified as a capital allocator—its work appears concentrated on direct portfolio management rather than running external allocator programs. Reported classification and registration details are limited; the adviser is unclassified in available records and its SEC registration year is not listed. The information provided points to a compact advisory practice rather than a broad institutional manager, with a client focus on retail and small business accounts rather than pension consulting or related-adviser arrangements.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1William Knox
Senior VPCRD 1402395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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