KNOX WEALTH PARTNERS ADVISORY

Overview

Knox Wealth Partners Advisory is an independent registered investment adviser structured as a limited liability company and registered with the SEC since 2017. The firm focuses on serving individual and family clients, with advisory services centered on financial planning and portfolio management for individuals and small businesses. Its fee framework combines percentage-of-AUM billing with hourly and fixed-fee engagements, and the adviser operates predominately in a discretionary capacity. Investment behavior shows a clear equity preference: the firm allocates the largest share of client assets to exchange-traded equities and structures portfolios to emphasize liquid, market-traded exposure. Knox Wealth Partners Advisory is not positioned as a capital allocator; instead it relies on third-party managers when deploying alternative strategies. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

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Location & Offices