The Palmer Knight Company

RIASEC RegisteredEst. 2015
Total AUM
$285M
Discretionary
$285M
100% of AUM
Avg account
$955K
Accounts
299
Employees
2
Advisory reps
3

Firm details

Headquarters
Jacksonville, Florida
CRD number
112983
Registered since
July 16, 2015
Custodians
TRADE-PMR INC.
Fee structure
Percentage of AUM
Client types
  • HNWI93.64%
  • Individuals6.36%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Palmer Knight Company is an independent registered investment adviser that first registered with the SEC in 2015 and is owned by an individual. It serves a client base made up primarily of individuals and families, charging fees as a percentage of assets under management. The firm focuses on discretionary portfolio management for individuals, small businesses and, selectively, for businesses or institutions. It does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Cash & Cash Equivalents 32%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents32%

Contacts

3 of 3
  • Addison Knight

    Addison Knight

    Founding PrincipalCRD 272316

  • Stephen Horne

    Stephen Horne

    PrincipalCRD 6958150

  • Christopher Knight

    Christopher Knight

    PresidentCRD 3202997

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jacksonville, FL

Duval

Location

Jacksonville, FL

Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
1920 San Marco Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth