THE PALMER KNIGHT COMPANY
Firm details
- Headquarters
- JACKSONVILLE, Florida
- CRD number
- 112983
- Registered since
- July 16, 2015
- Website
- www.palmerknight.com
- 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
FINTRXOverview
The Palmer Knight Company is a small, SEC-registered investment adviser (registered in 2015) that serves individual and family clients on a fee‑based, percentage-of-AUM model. The firm focuses on discretionary portfolio management for individuals, small businesses and institutional/business clients. Ownership is listed as individual and the adviser is not flagged as a multi-state adviser, capital allocator, pension consultant or related adviser. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Cash & Cash Equivalents32%
Contacts
3 of 3ADDISON KNIGHT
Founding PrincipalCRD 272316
Stephen Horne
PrincipalCRD 6958150
CHRISTOPHER KNIGHT
PresidentCRD 3202997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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